-17.1%
OPEN vs ATI
+373.5%
-390.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.0% | -2.3% | -0.7% |
| 7D | -4.3% | -0.1% | -4.2% | -4.2% |
| 30D | -16.2% | +2.7% | -18.9% | -17.9% |
| 3M | -36.4% | +16.3% | -52.7% | -41.5% |
| 6M | -35.5% | +30.2% | -65.6% | -44.3% |
| YTD | -46.0% | +83.6% | -129.5% | -60.6% |
| 1Y | -47.1% | +173.0% | -220.2% | -68.2% |
| All | -17.1% | +373.5% | -390.6% | -67.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling