-70.8%
OPEN vs AR
+953.7%
-1,024.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.8% |
| 7D | -4.3% | +2.5% | -6.8% | -4.7% |
| 30D | -16.2% | +14.8% | -31.0% | -18.3% |
| 3M | -36.4% | +6.2% | -42.6% | -37.2% |
| 6M | -35.5% | +4.3% | -39.7% | -36.3% |
| YTD | -46.0% | +14.4% | -60.3% | -47.7% |
| 1Y | -47.1% | +21.3% | -68.5% | -49.5% |
| 3Y | -19.0% | +39.8% | -58.8% | -28.0% |
| 5Y | -83.6% | +142.1% | -225.7% | -85.9% |
| All | -70.8% | +953.7% | -1,024.6% | -73.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling