-87.4%
OPEN vs AMC
-93.6%
+6.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.2% | +5.4% | +4.3% |
| 7D | -31.1% | -2.8% | -28.2% | -31.0% |
| 30D | -34.7% | +14.0% | -48.7% | -35.2% |
| 3M | -61.9% | +42.5% | -104.4% | -62.8% |
| 6M | -71.9% | +142.6% | -214.4% | -73.8% |
| YTD | -76.6% | +119.2% | -195.8% | -78.1% |
| 1Y | -83.9% | +40.7% | -124.6% | -84.5% |
| 3Y | -34.4% | -57.3% | +22.9% | -34.2% |
| 5Y | -93.9% | -99.1% | +5.2% | -93.4% |
| All | -87.4% | -93.6% | +6.2% | -83.2% |
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