-89.0%
OPEN vs AON
+86.4%
-175.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.5% | -5.1% | -4.6% |
| 7D | -15.0% | +1.0% | -16.0% | -15.6% |
| 30D | -40.2% | +23.2% | -63.4% | -47.0% |
| 3M | -67.4% | -5.0% | -62.4% | -66.4% |
| 6M | -74.0% | +9.3% | -83.4% | -75.8% |
| YTD | -79.6% | -3.4% | -76.2% | -79.7% |
| 1Y | -86.1% | -2.9% | -83.2% | -86.2% |
| 3Y | -41.4% | +3.6% | -45.0% | -45.5% |
| 5Y | -94.9% | +16.9% | -111.7% | -95.8% |
| All | -89.0% | +86.4% | -175.3% | -91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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