-70.8%
OPEN vs APA
+266.2%
-337.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.2% | +3.8% | +1.3% |
| 7D | -4.3% | +0.5% | -4.8% | -4.4% |
| 30D | -16.2% | +23.4% | -39.6% | -20.3% |
| 3M | -36.4% | +12.7% | -49.1% | -38.6% |
| 6M | -35.5% | +39.4% | -74.9% | -41.9% |
| YTD | -46.0% | +79.0% | -124.9% | -54.3% |
| 1Y | -47.1% | +88.8% | -136.0% | -56.5% |
| 3Y | -19.0% | +6.4% | -25.4% | -25.2% |
| 5Y | -83.6% | +153.0% | -236.6% | -85.8% |
| All | -70.8% | +266.2% | -337.0% | -73.3% |
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 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