-87.0%
OPEN vs APA
+284.0%
-371.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +2.6% | -24.4% | -22.3% |
| 7D | -22.2% | -15.5% | -6.7% | -19.9% |
| 30D | -38.3% | +2.4% | -40.7% | -39.1% |
| 3M | -59.4% | +22.8% | -82.2% | -61.6% |
| 6M | -74.4% | +17.9% | -92.3% | -75.8% |
| YTD | -76.0% | +87.7% | -163.7% | -80.1% |
| 1Y | -78.7% | +94.2% | -172.8% | -82.5% |
| 3Y | -30.0% | +27.2% | -57.2% | -38.5% |
| 5Y | -93.7% | +74.1% | -167.9% | -94.6% |
| All | -87.0% | +284.0% | -371.1% | -88.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling