-84.0%
OPEN vs AMC
-99.4%
+15.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.3% | -3.7% | -0.5% |
| 7D | -4.3% | +2.3% | -6.6% | -4.9% |
| 30D | -16.2% | -0.7% | -15.5% | -16.2% |
| 3M | -36.4% | +35.2% | -71.6% | -43.9% |
| 6M | -35.5% | +124.6% | -160.0% | -51.7% |
| YTD | -46.0% | +69.9% | -115.8% | -56.6% |
| 1Y | -47.1% | -2.6% | -44.6% | -50.9% |
| 3Y | -19.0% | -79.8% | +60.7% | -1.7% |
| All | -84.0% | -99.4% | +15.4% | -57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling