-84.0%
OPEN vs ATI
+1,074.8%
-1,158.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.0% | -2.3% | -0.8% |
| 7D | -4.3% | -0.1% | -4.2% | -4.2% |
| 30D | -16.2% | +2.7% | -18.9% | -18.0% |
| 3M | -36.4% | +16.3% | -52.7% | -41.9% |
| 6M | -35.5% | +30.2% | -65.6% | -45.1% |
| YTD | -46.0% | +83.6% | -129.5% | -61.5% |
| 1Y | -47.1% | +173.0% | -220.2% | -69.6% |
| 3Y | -19.0% | +356.6% | -375.7% | -66.9% |
| All | -84.0% | +1,074.8% | -1,158.9% | -95.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling