-71.4%
OPEN vs APA
+107.6%
-179.0%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -6.9% | +20.7% | +12.4% |
| 7D | +3.7% | -13.0% | +16.6% | +1.3% |
| 30D | -14.3% | +2.0% | -16.3% | -14.0% |
| 3M | -51.9% | +24.9% | -76.8% | -50.4% |
| 6M | -61.4% | +7.2% | -68.6% | -59.6% |
| YTD | -66.0% | +87.1% | -153.1% | -68.4% |
| 1Y | -71.4% | +107.2% | -178.6% | -73.0% |
| All | -71.4% | +107.6% | -179.0% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1y: compounded portfolio wealth divided by compounded APA 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…
1y analysis · Full analysis span regression · 6 months rolling