-71.6%
OPEN vs MKSI
+147.5%
-219.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.0% | -4.5% | -3.9% |
| 7D | +1.0% | +7.7% | -6.7% | -4.3% |
| 30D | -11.9% | -12.9% | +1.0% | -4.0% |
| 3M | -28.8% | -14.8% | -13.9% | -26.1% |
| 6M | -38.6% | +26.6% | -65.2% | -54.8% |
| YTD | -47.3% | +66.6% | -113.9% | -69.9% |
| 1Y | -49.2% | +144.6% | -193.7% | -79.6% |
| 3Y | -18.8% | +193.1% | -211.9% | -76.2% |
| 5Y | -83.6% | +88.6% | -172.2% | -92.5% |
| All | -71.6% | +147.5% | -219.0% | -88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 all: compounded portfolio wealth divided by compounded MKSI 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…
all analysis · Full analysis span regression · 6 months rolling