+54.8%
SYK vs OPEN
-72.1%
+126.9%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | -0.3% |
| 7D | -11.8% | -2.9% | -8.9% | -11.7% |
| 30D | -20.4% | -13.8% | -6.6% | -19.9% |
| 3M | -12.1% | -30.9% | +18.8% | -10.9% |
| 6M | -24.3% | -40.9% | +16.6% | -23.1% |
| YTD | -21.2% | -48.5% | +27.3% | -19.6% |
| 1Y | -29.2% | -50.9% | +21.7% | -29.0% |
| 3Y | -2.1% | -20.6% | +18.6% | -9.9% |
| 5Y | +4.7% | -84.2% | +88.9% | -3.5% |
| All | +54.8% | -72.1% | +126.9% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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