-94.7%
OPEN vs APD
+15.4%
-110.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +0.3% | -9.8% | -9.7% |
| 7D | -31.0% | +2.2% | -33.2% | -31.9% |
| 30D | -41.5% | +9.4% | -50.9% | -44.6% |
| 3M | -64.6% | +4.7% | -69.3% | -65.6% |
| 6M | -73.8% | +5.5% | -79.3% | -74.9% |
| YTD | -78.8% | +31.4% | -110.2% | -83.1% |
| 1Y | -86.8% | +24.1% | -110.9% | -89.1% |
| 3Y | -40.6% | +28.8% | -69.4% | -53.6% |
| 5Y | -94.7% | +15.8% | -110.4% | -96.5% |
| All | -94.7% | +15.4% | -110.1% | -96.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling