+94.8%
AMZN vs OPEN
-70.7%
+165.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.2% |
| 7D | -3.0% | -4.3% | +1.3% | -2.6% |
| 30D | -5.2% | -16.2% | +11.0% | -3.6% |
| 3M | +1.9% | -36.4% | +38.2% | +6.1% |
| 6M | +19.2% | -35.5% | +54.7% | +23.4% |
| YTD | +12.0% | -46.0% | +58.0% | +17.3% |
| 1Y | +9.7% | -47.1% | +56.8% | +10.2% |
| 3Y | +87.2% | -19.0% | +106.2% | +57.1% |
| 5Y | +48.7% | -83.6% | +132.2% | +30.2% |
| All | +94.8% | -70.7% | +165.5% | +63.7% |
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