-86.8%
OPEN vs APA
+101.2%
-188.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +2.0% | -11.5% | -9.1% |
| 7D | -31.0% | +9.6% | -40.6% | -29.7% |
| 30D | -41.5% | -0.2% | -41.2% | -41.1% |
| 3M | -64.6% | +19.8% | -84.5% | -63.7% |
| 6M | -73.8% | +30.1% | -103.8% | -72.7% |
| YTD | -78.8% | +100.4% | -179.2% | -82.3% |
| 1Y | -86.8% | +105.2% | -192.0% | -89.3% |
| All | -86.8% | +101.2% | -188.0% | -89.3% |
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 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