-71.4%
OPEN vs ATI
+86.4%
-157.8%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -0.7% | +14.5% | +14.0% |
| 7D | +3.7% | +8.3% | -4.7% | +0.8% |
| 30D | -14.3% | -7.3% | -7.0% | -12.1% |
| 3M | -51.9% | -10.5% | -41.4% | -50.7% |
| 6M | -61.4% | +16.4% | -77.8% | -65.8% |
| YTD | -66.0% | +56.1% | -122.1% | -80.1% |
| 1Y | -71.4% | +86.5% | -157.9% | -87.8% |
| All | -71.4% | +86.4% | -157.8% | -87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 1y: compounded portfolio wealth divided by compounded ATI 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…
1y analysis · Full analysis span regression · 6 months rolling