-94.7%
OPEN vs APA
+94.1%
-188.8%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.6% | -5.3% | -4.1% |
| 7D | -15.0% | +8.5% | -23.5% | -16.9% |
| 30D | -40.2% | +2.8% | -43.0% | -41.2% |
| 3M | -67.4% | +21.7% | -89.1% | -69.8% |
| 6M | -74.0% | +32.6% | -106.6% | -76.9% |
| YTD | -79.6% | +103.7% | -183.3% | -84.9% |
| 1Y | -86.1% | +101.8% | -187.9% | -89.7% |
| 3Y | -41.4% | +48.1% | -89.4% | -52.6% |
| All | -94.7% | +94.1% | -188.8% | -96.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling