-87.4%
OPEN vs APA
+302.2%
-389.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.6% | +0.6% | +3.5% |
| 7D | -31.1% | +5.1% | -36.1% | -31.8% |
| 30D | -34.7% | +0.3% | -35.0% | -35.1% |
| 3M | -61.9% | +15.6% | -77.5% | -63.5% |
| 6M | -71.9% | +28.9% | -100.8% | -74.0% |
| YTD | -76.6% | +96.6% | -173.1% | -80.8% |
| 1Y | -83.9% | +95.5% | -179.4% | -86.8% |
| 3Y | -34.4% | +41.8% | -76.2% | -43.6% |
| 5Y | -93.9% | +85.4% | -179.4% | -94.9% |
| All | -87.4% | +302.2% | -389.5% | -88.8% |
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