-58.0%
OPK vs SPY
+72.2%
-130.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | -0.6% | -0.6% | 0.0% | -0.2% |
| 30D | +23.9% | -3.7% | +27.6% | +29.1% |
| 3M | +23.0% | -2.7% | +25.8% | +26.6% |
| 6M | +50.0% | +2.2% | +47.8% | +45.2% |
| YTD | +35.7% | +10.8% | +24.9% | +18.8% |
| 1Y | +28.6% | +11.2% | +17.3% | +12.0% |
| 3Y | +35.7% | +76.5% | -40.8% | -38.4% |
| 5Y | -58.0% | +72.9% | -130.9% | -79.9% |
| All | -58.0% | +72.2% | -130.2% | -79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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