-86.9%
OPEN vs APA
+283.3%
-370.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -21.7% | -8.7% | -12.9% | -20.5% |
| 30D | -36.5% | -2.4% | -34.1% | -36.6% |
| 3M | -59.5% | +19.0% | -78.5% | -61.5% |
| 6M | -71.9% | +26.8% | -98.7% | -73.9% |
| YTD | -75.8% | +87.3% | -163.2% | -80.0% |
| 1Y | -78.5% | +92.3% | -170.8% | -82.3% |
| 3Y | -30.2% | +37.3% | -67.4% | -39.7% |
| 5Y | -93.3% | +73.2% | -166.5% | -94.2% |
| All | -86.9% | +283.3% | -370.3% | -88.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling