-18.5%
AMT vs OPEN
-70.7%
+52.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.1% |
| 7D | -0.2% | -4.3% | +4.0% | 0.0% |
| 30D | +4.6% | -16.2% | +20.9% | +5.5% |
| 3M | -8.4% | -36.4% | +27.9% | -6.7% |
| 6M | -6.0% | -35.5% | +29.4% | -4.5% |
| YTD | +2.1% | -46.0% | +48.1% | +4.4% |
| 1Y | -6.4% | -47.1% | +40.8% | -6.4% |
| 3Y | +8.1% | -19.0% | +27.1% | -1.3% |
| 5Y | -31.9% | -83.6% | +51.7% | -38.7% |
| All | -18.5% | -70.7% | +52.2% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling