-41.4%
OPEN vs APA
+45.9%
-87.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.6% | -5.3% | -3.8% |
| 7D | -15.0% | +8.5% | -23.5% | -15.9% |
| 30D | -40.2% | +2.8% | -43.0% | -40.7% |
| 3M | -67.4% | +21.7% | -89.1% | -68.7% |
| 6M | -74.0% | +32.6% | -106.6% | -75.6% |
| YTD | -79.6% | +103.7% | -183.3% | -83.5% |
| 1Y | -86.1% | +101.8% | -187.9% | -88.7% |
| 3Y | -41.4% | +48.1% | -89.4% | -39.1% |
| All | -41.4% | +45.9% | -87.3% | -39.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling