-13.5%
AMT vs OPEN
-94.8%
+81.4%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.6% | +4.6% | +1.2% |
| 7D | +1.5% | -15.0% | +16.5% | +2.3% |
| 30D | +6.8% | -40.2% | +47.0% | +9.4% |
| 3M | +11.2% | -67.4% | +78.6% | +17.5% |
| 6M | +12.5% | -74.0% | +86.5% | +19.8% |
| YTD | +12.5% | -79.6% | +92.1% | +20.8% |
| 1Y | +10.1% | -86.1% | +96.2% | +20.4% |
| 3Y | +16.0% | -41.4% | +57.4% | +4.4% |
| All | -13.5% | -94.8% | +81.4% | -10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling