-11.5%
AMT vs OPEN
-86.9%
+75.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | +0.4% | -21.7% | +22.0% | +1.5% |
| 30D | +3.7% | -36.5% | +40.2% | +5.8% |
| 3M | +10.7% | -59.5% | +70.3% | +15.4% |
| 6M | +9.3% | -71.9% | +81.1% | +15.5% |
| YTD | +10.9% | -75.8% | +86.8% | +17.6% |
| 1Y | +10.5% | -78.5% | +89.0% | +17.4% |
| 3Y | +15.5% | -30.2% | +45.7% | +4.8% |
| 5Y | -20.6% | -93.3% | +72.7% | -25.4% |
| All | -11.5% | -86.9% | +75.4% | -28.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling