-71.4%
OPEN vs YUM
+15.9%
-87.3%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +5.9% | +7.9% | +11.7% |
| 7D | +3.7% | +10.8% | -7.1% | +0.7% |
| 30D | -14.3% | +21.4% | -35.7% | -17.8% |
| 3M | -51.9% | +13.2% | -65.1% | -53.5% |
| 6M | -61.4% | +8.8% | -70.2% | -62.4% |
| YTD | -66.0% | +11.5% | -77.6% | -66.8% |
| 1Y | -71.4% | +13.4% | -84.8% | -71.8% |
| All | -71.4% | +15.9% | -87.3% | -71.8% |
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