-73.5%
OPEN vs AU
+72.0%
-145.5%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | -11.4% | -4.3% | -7.2% | -10.1% |
| 30D | -20.1% | +7.3% | -27.4% | -21.7% |
| 3M | -37.6% | +26.3% | -63.9% | -42.1% |
| 6M | -47.1% | +1.8% | -48.8% | -48.6% |
| YTD | -52.1% | +26.8% | -79.0% | -58.7% |
| 1Y | -73.5% | +66.7% | -140.2% | -75.3% |
| All | -73.5% | +72.0% | -145.5% | -75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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