-89.0%
OPEN vs AR
+935.8%
-1,024.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.1% | -3.7% | -3.7% |
| 7D | -15.0% | +7.4% | -22.4% | -16.0% |
| 30D | -40.2% | +5.8% | -46.0% | -41.0% |
| 3M | -67.4% | +5.2% | -72.6% | -67.9% |
| 6M | -74.0% | +5.4% | -79.5% | -74.5% |
| YTD | -79.6% | +12.4% | -92.0% | -80.3% |
| 1Y | -86.1% | +12.8% | -98.9% | -86.6% |
| 3Y | -41.4% | +47.2% | -88.6% | -48.6% |
| 5Y | -94.9% | +101.1% | -196.0% | -95.5% |
| All | -89.0% | +935.8% | -1,024.8% | -90.1% |
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