+9.4%
AMT vs OPEN
-79.4%
+88.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | +0.1% |
| 7D | +0.4% | -21.7% | +22.0% | +1.1% |
| 30D | +3.7% | -36.5% | +40.2% | +4.8% |
| 3M | +10.7% | -59.5% | +70.3% | +12.9% |
| 6M | +9.3% | -71.9% | +81.1% | +12.0% |
| YTD | +10.9% | -75.8% | +86.8% | +14.4% |
| All | +9.4% | -79.4% | +88.8% | +14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling