-10.5%
OPEN vs AMC
-72.0%
+61.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -12.5% | +2.9% | -6.9% |
| 7D | -5.8% | 0.0% | -5.8% | -5.6% |
| 30D | -21.1% | +4.4% | -25.6% | -21.6% |
| 3M | -52.4% | +15.4% | -67.7% | -54.0% |
| 6M | -65.8% | +93.7% | -159.5% | -71.6% |
| YTD | -69.3% | +97.4% | -166.7% | -75.1% |
| 1Y | -75.2% | +23.2% | -98.4% | -77.6% |
| All | -10.5% | -72.0% | +61.5% | +49.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling