-88.6%
OPEN vs APTV
-48.5%
-40.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -1.5% | -8.0% | -8.2% |
| 7D | -31.0% | -5.0% | -26.0% | -27.2% |
| 30D | -41.5% | -12.3% | -29.2% | -33.3% |
| 3M | -64.6% | -19.9% | -44.7% | -56.6% |
| 6M | -73.8% | -29.4% | -44.4% | -66.4% |
| YTD | -78.8% | -49.0% | -29.8% | -64.3% |
| 1Y | -86.8% | -53.1% | -33.7% | -75.8% |
| 3Y | -40.6% | -48.9% | +8.3% | -3.2% |
| 5Y | -94.7% | -77.2% | -17.4% | -81.8% |
| All | -88.6% | -48.5% | -40.1% | -68.3% |
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