-47.1%
OPEN vs MKC
-23.4%
-23.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.8% |
| 7D | -4.3% | -5.9% | +1.6% | -3.3% |
| 30D | -16.2% | -0.9% | -15.3% | -16.2% |
| 3M | -36.4% | +12.7% | -49.1% | -38.2% |
| 6M | -35.5% | -19.3% | -16.2% | -30.1% |
| YTD | -46.0% | -22.2% | -23.8% | -40.7% |
| 1Y | -47.1% | -23.3% | -23.8% | -33.6% |
| All | -47.1% | -23.4% | -23.7% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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