-63.6%
OPK vs SPY
+2,134.7%
-2,198.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.2% | +2.2% |
| 7D | +10.8% | +0.1% | +10.7% | +10.6% |
| 30D | +21.5% | +0.1% | +21.4% | +21.4% |
| 3M | +12.3% | +2.0% | +10.3% | +10.0% |
| 6M | +36.7% | +13.0% | +23.7% | +20.9% |
| YTD | +30.2% | +13.5% | +16.6% | +14.6% |
| 1Y | +18.8% | +20.0% | -1.1% | -1.1% |
| 3Y | -9.4% | +77.2% | -86.6% | -49.2% |
| 5Y | -55.3% | +81.9% | -137.2% | -74.7% |
| 10Y | -82.4% | +314.1% | -396.5% | -95.4% |
| All | -63.6% | +2,134.7% | -2,198.2% | -96.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling