-86.9%
OPEN vs AVTR
-9.3%
-77.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | -0.9% |
| 7D | -21.7% | +1.9% | -23.6% | -22.6% |
| 30D | -36.5% | +1.5% | -38.0% | -37.3% |
| 3M | -59.5% | +17.1% | -76.6% | -63.4% |
| 6M | -71.9% | +91.5% | -163.3% | -81.5% |
| YTD | -75.8% | +38.8% | -114.6% | -80.9% |
| 1Y | -78.5% | +37.7% | -116.3% | -83.0% |
| 3Y | -30.2% | -13.5% | -16.7% | -32.2% |
| 5Y | -93.3% | -59.3% | -34.0% | -88.8% |
| All | -86.9% | -9.3% | -77.7% | -79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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