+5.9%
AMZN vs OPEN
-50.2%
+56.2%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | -1.6% |
| 7D | -1.0% | -2.9% | +1.9% | -0.8% |
| 30D | -9.2% | -13.8% | +4.6% | -8.5% |
| 3M | +3.4% | -30.9% | +34.2% | +5.4% |
| 6M | +18.2% | -40.9% | +59.2% | +21.2% |
| YTD | +9.3% | -48.5% | +57.9% | +12.5% |
| 1Y | +5.9% | -50.9% | +56.8% | +8.9% |
| All | +5.9% | -50.2% | +56.2% | +8.9% |
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 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