-47.1%
OPEN vs YUM
+5.7%
-52.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.8% |
| 7D | -4.3% | -2.0% | -2.2% | -3.9% |
| 30D | -16.2% | -1.1% | -15.1% | -16.0% |
| 3M | -36.4% | +1.8% | -38.1% | -37.2% |
| 6M | -35.5% | -4.7% | -30.7% | -34.4% |
| YTD | -46.0% | +0.6% | -46.5% | -46.0% |
| 1Y | -47.1% | +6.4% | -53.5% | -50.0% |
| All | -47.1% | +5.7% | -52.8% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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