-93.9%
OPEN vs APTV
-77.2%
-16.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.6% |
| 7D | -31.1% | -8.9% | -22.2% | -24.0% |
| 30D | -34.7% | -9.5% | -25.2% | -27.2% |
| 3M | -61.9% | -20.6% | -41.3% | -52.3% |
| 6M | -71.9% | -28.9% | -43.0% | -63.7% |
| YTD | -76.6% | -48.2% | -28.4% | -59.8% |
| 1Y | -83.9% | -51.7% | -32.2% | -70.0% |
| 3Y | -34.4% | -48.1% | +13.7% | +7.0% |
| 5Y | -93.9% | -76.7% | -17.3% | -77.1% |
| All | -93.9% | -77.2% | -16.8% | -77.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling