-47.1%
OPEN vs CAPR
+48.7%
-95.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.6% |
| 7D | -4.3% | -2.0% | -2.3% | -4.3% |
| 30D | -16.2% | +139.2% | -155.4% | -16.1% |
| 3M | -36.4% | -66.4% | +30.0% | -36.4% |
| 6M | -35.5% | -63.1% | +27.7% | -35.4% |
| YTD | -46.0% | -67.4% | +21.5% | -46.0% |
| 1Y | -47.1% | +58.2% | -105.4% | -46.7% |
| All | -47.1% | +48.7% | -95.9% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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