-85.1%
OPEN vs AU
+673.1%
-758.2%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.3% | -2.4% | -5.5% |
| 7D | -10.5% | -7.0% | -3.6% | -8.8% |
| 30D | -21.8% | +7.3% | -29.1% | -23.2% |
| 3M | -37.5% | +33.2% | -70.7% | -42.2% |
| 6M | -44.1% | -0.6% | -43.5% | -45.1% |
| YTD | -52.0% | +26.2% | -78.1% | -55.9% |
| 1Y | -52.2% | +68.3% | -120.5% | -59.2% |
| 3Y | -25.9% | +592.1% | -618.0% | -58.4% |
| 5Y | -85.1% | +685.3% | -770.3% | -91.8% |
| All | -85.1% | +673.1% | -758.2% | -91.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling