-86.9%
OPEN vs AMC
-93.6%
+6.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.3% | -7.6% | +0.1% |
| 7D | -21.7% | +6.6% | -28.2% | -22.0% |
| 30D | -36.5% | +14.1% | -50.6% | -37.0% |
| 3M | -59.5% | +31.3% | -90.8% | -60.3% |
| 6M | -71.9% | +126.7% | -198.5% | -73.7% |
| YTD | -75.8% | +117.9% | -193.8% | -77.4% |
| 1Y | -78.5% | +41.1% | -119.6% | -79.3% |
| 3Y | -30.2% | -61.0% | +30.8% | -29.7% |
| 5Y | -93.3% | -99.1% | +5.9% | -92.6% |
| All | -86.9% | -93.6% | +6.7% | -82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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