PERPIFYS&P 500 Gap Risk Monitor
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Market state — live

—:—:—
dark period length
elapsed
New York time

Gap coefficient (v0)

σ
Calibration v0: dark-period duration & calendar class, from 31 years of SPY reopens. Realized-vol and scheduled-event conditioning ship with testnet.
28.5%of sessions open with a gap >0.5% — more than 1 in 4, over 31 years
1 in 11sessions gap more than 1% (9.1%); 1.9% gap more than 2%
5 of 10largest gaps were weekend/holiday reopens — from just 20.7% of sessions
−10.45%worst reopen in the dataset — Monday, March 16, 2020

Probability a reopen gaps more than x

P(|gap| > x), by dark-period class — weekends carry the fatter tail

Weeknight (~17.5h dark)Weekend / holiday (65.5h+)

Distribution of reopen gaps

Share of sessions per 0.2% bin, normalized within each class

WeeknightWeekend / holiday

Worst reopen gap by year

Largest |gap| each year, 1995–2026 — tail risk clusters in regimes, it doesn't average out

The ten largest reopen gaps, 1995–2026

Half arrived after a weekend or holiday close

#Reopen dateGapDark periodContext

Methodology

Gap = today's official open ÷ previous session's official close − 1: the move that happens entirely while the market is closed and no position can be adjusted. A reopen is classed weekend/holiday when the previous session is ≥3 calendar days back. Dataset: SPY daily OHLC, unadjusted, 1995-01-04 → 2026-07-17 — 7,936 reopens (6,291 weeknight, 1,645 weekend/holiday). SPY's four ex-dividend days per year each add roughly 0.3–0.4% of mechanical down-bias, below the 0.5% stat threshold.

The gap coefficient shown above is the v0 margin scalar Perpify applies during dark periods: weeknight baseline 1.00σ (σ = 0.65%), weekend/holiday 1.25σ (σ = 0.81%, a 1.55× variance premium) — the σ-basis anchor of a calibration range of 1.2–1.5 that will be conditioned up by realized-vol regime and scheduled events. Weekend fat tails come from event clustering, not duration alone: 65.5 dark hours hold 3.7× the weeknight's dark time but only 1.55× its gap variance — until the years where they hold everything.

A correction, published on purpose.

Earlier Perpify materials claimed "38% of trading days open with a gap larger than 0.5%." When we calibrated the model against the full 31-year series, the measured number was 28.5%. We corrected every document. A venue whose product is published, replayable methodology cannot carry an unverifiable stat — including its own.

Reproduce every number on this page: python3 risk/gap/gap_stats.py against risk/data/spy_daily.csv. The dataset refreshes with each Weekly Gap Report.