-18.6%
AMT vs OPEN
-71.4%
+52.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.5% | +0.1% |
| 7D | -0.2% | +1.0% | -1.2% | -0.2% |
| 30D | +1.8% | -11.9% | +13.8% | +2.4% |
| 3M | -6.2% | -28.8% | +22.6% | -4.9% |
| 6M | -5.0% | -38.6% | +33.6% | -3.2% |
| YTD | +2.1% | -47.3% | +49.4% | +4.4% |
| 1Y | -5.7% | -49.2% | +43.4% | -5.5% |
| 3Y | +7.9% | -18.8% | +26.7% | -1.5% |
| 5Y | -32.3% | -83.6% | +51.3% | -39.0% |
| All | -18.6% | -71.4% | +52.8% | -36.8% |
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