-87.9%
OPEN vs AR
+906.1%
-994.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.3% | -10.7% | -7.1% |
| 7D | -24.7% | -5.8% | -19.0% | -24.1% |
| 30D | -41.0% | +4.8% | -45.8% | -41.7% |
| 3M | -62.4% | +1.5% | -63.9% | -62.7% |
| 6M | -73.9% | +4.7% | -78.6% | -74.3% |
| YTD | -77.5% | +9.2% | -86.7% | -78.2% |
| 1Y | -83.6% | +11.2% | -94.7% | -84.1% |
| 3Y | -37.0% | +46.2% | -83.3% | -44.8% |
| 5Y | -93.3% | +98.1% | -191.3% | -94.2% |
| All | -87.9% | +906.1% | -994.0% | -89.1% |
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