-70.8%
OPEN vs APTV
-36.4%
-34.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.4% | -2.0% |
| 7D | -4.3% | +4.8% | -9.1% | -8.2% |
| 30D | -16.2% | +2.0% | -18.2% | -17.9% |
| 3M | -36.4% | -34.2% | -2.1% | -10.8% |
| 6M | -35.5% | -34.7% | -0.8% | -12.6% |
| YTD | -46.0% | -37.0% | -9.0% | -25.1% |
| 1Y | -47.1% | -40.4% | -6.7% | -21.9% |
| 3Y | -19.0% | -54.1% | +35.1% | +49.1% |
| 5Y | -83.6% | -68.0% | -15.6% | -57.5% |
| All | -70.8% | -36.4% | -34.5% | -33.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling