-87.4%
OPEN vs AR
+921.7%
-1,009.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.5% | +2.7% | +4.0% |
| 7D | -31.1% | +2.1% | -33.1% | -31.3% |
| 30D | -34.7% | +4.5% | -39.2% | -35.4% |
| 3M | -61.9% | +1.0% | -62.9% | -62.2% |
| 6M | -71.9% | +4.4% | -76.3% | -72.3% |
| YTD | -76.6% | +10.9% | -87.5% | -77.3% |
| 1Y | -83.9% | +8.6% | -92.5% | -84.4% |
| 3Y | -34.4% | +48.5% | -82.9% | -42.6% |
| 5Y | -93.9% | +95.7% | -189.7% | -94.7% |
| All | -87.4% | +921.7% | -1,009.0% | -88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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