+100.6%
AMZN vs OPEN
-87.3%
+187.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.2% | -5.9% | -2.2% |
| 7D | +0.1% | -31.1% | +31.1% | +3.4% |
| 30D | +2.6% | -34.7% | +37.2% | +6.3% |
| 3M | -2.2% | -61.9% | +59.6% | +6.7% |
| 6M | -1.0% | -71.9% | +70.8% | +10.8% |
| YTD | +15.3% | -76.6% | +91.9% | +30.3% |
| 1Y | +6.9% | -83.9% | +90.8% | +24.6% |
| 3Y | +85.4% | -34.4% | +119.8% | +54.3% |
| 5Y | +53.3% | -93.9% | +147.3% | +47.5% |
| All | +100.6% | -87.3% | +187.9% | +81.8% |
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