-86.1%
OPEN vs MKC
-25.8%
-60.3%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.2% | -4.8% | -3.9% |
| 7D | -15.0% | -3.0% | -12.0% | -14.5% |
| 30D | -40.2% | +4.8% | -45.0% | -39.6% |
| 3M | -67.4% | -12.8% | -54.6% | -67.2% |
| 6M | -74.0% | +5.0% | -79.0% | -73.7% |
| YTD | -79.6% | -29.1% | -50.5% | -80.9% |
| 1Y | -86.1% | -26.4% | -59.7% | -86.2% |
| All | -86.1% | -25.8% | -60.3% | -86.2% |
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