-84.9%
OPK price history and return analytics
+226.9%
-311.8%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.4% | -2.2% |
| 7D | -7.5% | -2.0% | -5.5% | -5.0% |
| 30D | +7.2% | -1.4% | +8.6% | +9.2% |
| 3M | +3.5% | +4.7% | -1.3% | -2.7% |
| 6M | +25.2% | +11.4% | +13.9% | +8.6% |
| YTD | +18.3% | +13.1% | +5.2% | +0.5% |
| 1Y | +5.7% | +19.0% | -13.3% | -16.2% |
| 3Y | -12.9% | +73.9% | -86.8% | -58.2% |
| 5Y | -58.1% | +65.4% | -123.5% | -77.9% |
| All | -84.9% | +226.9% | -311.8% | -96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling