-87.4%
OPEN vs AMBA
+22.2%
-109.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.5% | +0.7% | +2.4% |
| 7D | -31.1% | +2.6% | -33.6% | -32.6% |
| 30D | -34.7% | -3.6% | -31.1% | -34.2% |
| 3M | -61.9% | -24.6% | -37.3% | -56.9% |
| 6M | -71.9% | -21.6% | -50.2% | -71.8% |
| YTD | -76.6% | -11.8% | -64.8% | -78.4% |
| 1Y | -83.9% | -33.2% | -50.7% | -82.8% |
| 3Y | -34.4% | +24.5% | -58.9% | -56.4% |
| 5Y | -93.9% | -67.7% | -26.3% | -92.8% |
| All | -87.4% | +22.2% | -109.5% | -89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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