-89.0%
OPEN vs AMC
-93.9%
+4.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.7% | -0.9% | -3.5% |
| 7D | -15.0% | +3.5% | -18.5% | -15.2% |
| 30D | -40.2% | +12.5% | -52.7% | -40.7% |
| 3M | -67.4% | +23.6% | -91.0% | -67.9% |
| 6M | -74.0% | +144.4% | -218.4% | -75.8% |
| YTD | -79.6% | +108.3% | -187.9% | -80.9% |
| 1Y | -86.1% | +38.9% | -125.0% | -86.6% |
| 3Y | -41.4% | -58.9% | +17.5% | -41.0% |
| 5Y | -94.9% | -99.2% | +4.3% | -94.4% |
| All | -89.0% | -93.9% | +4.9% | -85.3% |
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