-89.0%
OPEN vs APD
+56.1%
-145.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.1% | -3.7% | -3.7% |
| 7D | -15.0% | +3.8% | -18.8% | -16.9% |
| 30D | -40.2% | +8.2% | -48.4% | -42.6% |
| 3M | -67.4% | +4.3% | -71.7% | -68.1% |
| 6M | -74.0% | +4.7% | -78.7% | -74.8% |
| YTD | -79.6% | +31.5% | -111.1% | -83.1% |
| 1Y | -86.1% | +23.5% | -109.6% | -88.1% |
| 3Y | -41.4% | +29.1% | -70.5% | -51.7% |
| 5Y | -94.9% | +15.9% | -110.7% | -96.0% |
| All | -89.0% | +56.1% | -145.0% | -92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling