-83.8%
OPEN vs MKC
-34.1%
-49.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.5% |
| 7D | +1.0% | -4.3% | +5.3% | +2.1% |
| 30D | -11.9% | -2.0% | -9.9% | -11.6% |
| 3M | -28.8% | +10.0% | -38.8% | -30.8% |
| 6M | -38.6% | -18.5% | -20.1% | -35.4% |
| YTD | -47.3% | -22.4% | -24.9% | -43.9% |
| 1Y | -49.2% | -23.6% | -25.5% | -45.7% |
| 3Y | -18.8% | -30.4% | +11.7% | -13.7% |
| All | -83.8% | -34.1% | -49.6% | -77.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling