-84.0%
OPEN vs AR
+143.7%
-227.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.8% |
| 7D | -4.3% | +2.5% | -6.8% | -4.9% |
| 30D | -16.2% | +14.8% | -31.0% | -19.1% |
| 3M | -36.4% | +6.2% | -42.6% | -37.5% |
| 6M | -35.5% | +4.3% | -39.7% | -36.7% |
| YTD | -46.0% | +14.4% | -60.3% | -48.4% |
| 1Y | -47.1% | +21.3% | -68.5% | -50.5% |
| 3Y | -19.0% | +39.8% | -58.8% | -32.9% |
| All | -84.0% | +143.7% | -227.7% | -87.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling