-87.0%
OPEN vs AMC
-94.1%
+7.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +1.9% | -23.7% | -21.9% |
| 7D | -22.2% | +2.6% | -24.8% | -22.3% |
| 30D | -38.3% | +9.0% | -47.4% | -38.7% |
| 3M | -59.4% | +22.2% | -81.5% | -60.0% |
| 6M | -74.4% | +91.5% | -165.8% | -75.7% |
| YTD | -76.0% | +101.3% | -177.3% | -77.4% |
| 1Y | -78.7% | +20.8% | -99.4% | -79.3% |
| 3Y | -30.0% | -71.3% | +41.3% | -28.3% |
| 5Y | -93.7% | -99.2% | +5.5% | -93.1% |
| All | -87.0% | -94.1% | +7.1% | -82.7% |
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