-78.7%
OPEN vs AMC
+24.6%
-103.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | +1.9% | -23.7% | -22.2% |
| 7D | -22.2% | +2.6% | -24.8% | -22.5% |
| 30D | -38.3% | +9.0% | -47.4% | -39.2% |
| 3M | -59.4% | +22.2% | -81.5% | -61.2% |
| 6M | -74.4% | +91.5% | -165.8% | -79.4% |
| YTD | -76.0% | +101.3% | -177.3% | -81.1% |
| 1Y | -78.7% | +20.8% | -99.4% | -70.3% |
| All | -78.7% | +24.6% | -103.3% | -70.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling