-87.0%
OPEN vs AMBA
+14.5%
-101.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +6.1% | -27.9% | -25.0% |
| 7D | -22.2% | -7.2% | -15.0% | -19.9% |
| 30D | -38.3% | -10.4% | -27.9% | -35.7% |
| 3M | -59.4% | -30.1% | -29.2% | -52.2% |
| 6M | -74.4% | -22.4% | -51.9% | -74.3% |
| YTD | -76.0% | -17.3% | -58.6% | -77.1% |
| 1Y | -78.7% | -35.4% | -43.3% | -76.8% |
| 3Y | -30.0% | +18.6% | -48.6% | -52.4% |
| 5Y | -93.7% | -69.8% | -23.9% | -92.2% |
| All | -87.0% | +14.5% | -101.5% | -88.9% |
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