-86.9%
OPEN vs AMBA
+20.5%
-107.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.3% | -4.6% | -2.0% |
| 7D | -21.7% | 0.0% | -21.6% | -22.5% |
| 30D | -36.5% | -8.6% | -27.9% | -34.3% |
| 3M | -59.5% | -29.0% | -30.6% | -52.9% |
| 6M | -71.9% | -19.2% | -52.6% | -72.4% |
| YTD | -75.8% | -13.0% | -62.8% | -77.6% |
| 1Y | -78.5% | -31.3% | -47.2% | -77.4% |
| 3Y | -30.2% | +28.1% | -58.3% | -54.6% |
| 5Y | -93.3% | -69.4% | -23.8% | -91.8% |
| All | -86.9% | +20.5% | -107.5% | -89.1% |
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