-83.4%
OPEN vs AMBA
+7.9%
-91.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -9.4% | -0.2% | -4.6% |
| 7D | -5.8% | -14.6% | +8.8% | +2.4% |
| 30D | -21.1% | -18.8% | -2.3% | -12.6% |
| 3M | -52.4% | -32.6% | -19.8% | -42.5% |
| 6M | -65.8% | -25.8% | -40.0% | -64.6% |
| YTD | -69.3% | -22.1% | -47.2% | -69.5% |
| 1Y | -75.2% | -36.2% | -39.0% | -72.8% |
| 3Y | -14.4% | +10.0% | -24.3% | -38.7% |
| 5Y | -92.0% | -71.6% | -20.4% | -89.6% |
| All | -83.4% | +7.9% | -91.3% | -85.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling