-70.8%
OPEN vs AMBA
+23.0%
-93.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +1.0% |
| 7D | -4.3% | -11.0% | +6.7% | +1.7% |
| 30D | -16.2% | -23.2% | +6.9% | -4.1% |
| 3M | -36.4% | -12.7% | -23.7% | -36.5% |
| 6M | -35.5% | +11.2% | -46.7% | -46.3% |
| YTD | -46.0% | -11.2% | -34.7% | -49.1% |
| 1Y | -47.1% | -22.5% | -24.6% | -48.0% |
| 3Y | -19.0% | -1.3% | -17.7% | -36.4% |
| 5Y | -83.6% | -54.2% | -29.4% | -82.2% |
| All | -70.8% | +23.0% | -93.8% | -75.3% |
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