-71.6%
OPEN vs APA
+272.8%
-344.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.8% | -4.4% | -2.9% |
| 7D | +1.0% | -1.7% | +2.7% | +1.3% |
| 30D | -11.9% | +15.7% | -27.6% | -14.9% |
| 3M | -28.8% | +16.5% | -45.2% | -31.9% |
| 6M | -38.6% | +35.1% | -73.7% | -44.2% |
| YTD | -47.3% | +82.2% | -129.6% | -55.7% |
| 1Y | -49.2% | +102.5% | -151.6% | -58.8% |
| 3Y | -18.8% | +10.3% | -29.1% | -25.6% |
| 5Y | -83.6% | +166.1% | -249.7% | -85.9% |
| All | -71.6% | +272.8% | -344.4% | -74.1% |
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