-72.2%
OPEN vs APTV
-40.9%
-31.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.4% | 0.0% |
| 7D | -2.9% | -1.2% | -1.8% | -2.1% |
| 30D | -13.8% | -10.6% | -3.2% | -5.1% |
| 3M | -30.9% | -35.0% | +4.1% | -2.8% |
| 6M | -40.9% | -38.9% | -2.0% | -15.3% |
| YTD | -48.5% | -41.5% | -7.0% | -24.0% |
| 1Y | -50.9% | -45.8% | -5.1% | -20.9% |
| 3Y | -20.6% | -55.7% | +35.1% | +49.4% |
| 5Y | -84.2% | -70.1% | -14.0% | -56.6% |
| All | -72.2% | -40.9% | -31.3% | -32.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling