-74.1%
OPEN vs APTV
-39.4%
-34.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.7% | -9.3% | -9.0% |
| 7D | -10.5% | -1.8% | -8.7% | -9.4% |
| 30D | -21.8% | -7.9% | -13.9% | -16.3% |
| 3M | -37.5% | -29.9% | -7.6% | -17.7% |
| 6M | -44.1% | -36.6% | -7.5% | -22.6% |
| YTD | -52.0% | -40.0% | -12.0% | -30.8% |
| 1Y | -52.2% | -44.0% | -8.2% | -25.4% |
| 3Y | -25.9% | -54.5% | +28.6% | +36.0% |
| 5Y | -85.1% | -68.8% | -16.3% | -60.5% |
| All | -74.1% | -39.4% | -34.7% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded APTV 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling