-84.6%
OPEN vs APD
+23.5%
-108.1%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.4% | -7.5% | -7.1% |
| 7D | -24.7% | -0.2% | -24.5% | -24.6% |
| 30D | -41.0% | +11.0% | -52.0% | -40.6% |
| 3M | -62.4% | +2.0% | -64.3% | -62.3% |
| 6M | -73.9% | +7.1% | -80.9% | -73.6% |
| YTD | -77.5% | +29.8% | -107.3% | -77.5% |
| All | -84.6% | +23.5% | -108.1% | -84.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling