-70.8%
OPEN vs ATI
+1,908.1%
-1,978.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.0% | -2.3% | -0.5% |
| 7D | -4.3% | -0.1% | -4.2% | -4.2% |
| 30D | -16.2% | +2.7% | -18.9% | -17.6% |
| 3M | -36.4% | +16.3% | -52.7% | -40.6% |
| 6M | -35.5% | +30.2% | -65.6% | -42.9% |
| YTD | -46.0% | +83.6% | -129.5% | -58.2% |
| 1Y | -47.1% | +173.0% | -220.2% | -65.0% |
| 3Y | -19.0% | +356.6% | -375.7% | -57.3% |
| 5Y | -83.6% | +1,074.2% | -1,157.8% | -92.8% |
| All | -70.8% | +1,908.1% | -1,978.9% | -86.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling