-11.6%
AMT vs OPEN
-87.0%
+75.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -21.8% | +19.1% | -1.6% |
| 7D | +0.5% | -22.2% | +22.8% | +1.7% |
| 30D | +13.6% | -38.3% | +51.9% | +16.0% |
| 3M | +11.5% | -59.4% | +70.8% | +16.1% |
| 6M | +6.9% | -74.4% | +81.3% | +13.6% |
| YTD | +10.8% | -76.0% | +86.8% | +17.5% |
| 1Y | +10.3% | -78.7% | +89.0% | +17.2% |
| 3Y | +12.4% | -30.0% | +42.4% | +1.9% |
| 5Y | -20.1% | -93.7% | +73.7% | -24.8% |
| All | -11.6% | -87.0% | +75.4% | -28.9% |
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