-32.8%
OPEN vs CAPR
+299.3%
-332.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +26.5% | -22.3% | +3.7% |
| 7D | -31.1% | +25.8% | -56.8% | -31.4% |
| 30D | -34.7% | +50.2% | -84.9% | -35.2% |
| 3M | -61.9% | +185.5% | -247.4% | -62.6% |
| 6M | -71.9% | -64.8% | -7.0% | -71.8% |
| YTD | -76.6% | -61.1% | -15.5% | -76.6% |
| 1Y | -83.9% | +81.0% | -164.9% | -84.9% |
| All | -32.8% | +299.3% | -332.0% | -63.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling