-30.2%
OPEN vs AMC
-58.4%
+28.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.3% | -7.6% | -1.0% |
| 7D | -21.7% | +6.6% | -28.2% | -22.7% |
| 30D | -36.5% | +14.1% | -50.6% | -38.1% |
| 3M | -59.5% | +31.3% | -90.8% | -62.0% |
| 6M | -71.9% | +126.7% | -198.5% | -77.5% |
| YTD | -75.8% | +117.9% | -193.8% | -80.8% |
| 1Y | -78.5% | +41.1% | -119.6% | -81.1% |
| 3Y | -30.2% | -61.0% | +30.8% | +0.9% |
| All | -30.2% | -58.4% | +28.2% | +0.9% |
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