-49.8%
OPEN vs AWK
+3.4%
-53.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.6% |
| 7D | +1.0% | +2.2% | -1.2% | +1.8% |
| 30D | -11.9% | +4.4% | -16.3% | -10.5% |
| 3M | -28.8% | +15.4% | -44.1% | -24.7% |
| 6M | -38.6% | +3.5% | -42.1% | -37.0% |
| YTD | -47.3% | +9.8% | -57.1% | -44.8% |
| All | -49.8% | +3.4% | -53.1% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AWK.
Daily Out/Under-Performance
Portfolio return minus AWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AWK 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 AWK 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