-70.8%
OPEN vs ALK
+14.9%
-85.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | -0.3% |
| 7D | -4.3% | -0.7% | -3.6% | -3.8% |
| 30D | -16.2% | -19.2% | +3.0% | -4.5% |
| 3M | -36.4% | -1.5% | -34.8% | -36.7% |
| 6M | -35.5% | -13.1% | -22.4% | -32.4% |
| YTD | -46.0% | -16.4% | -29.5% | -42.6% |
| 1Y | -47.1% | -33.1% | -14.1% | -35.1% |
| 3Y | -19.0% | +0.6% | -19.6% | -30.8% |
| 5Y | -83.6% | -26.4% | -57.2% | -83.2% |
| All | -70.8% | +14.9% | -85.8% | -70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ALK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling