-83.4%
OPEN vs AMC
-94.2%
+10.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -12.5% | +2.9% | -8.7% |
| 7D | -5.8% | 0.0% | -5.8% | -5.7% |
| 30D | -21.1% | +4.4% | -25.6% | -21.3% |
| 3M | -52.4% | +15.4% | -67.7% | -52.9% |
| 6M | -65.8% | +93.7% | -159.5% | -67.6% |
| YTD | -69.3% | +97.4% | -166.7% | -71.1% |
| 1Y | -75.2% | +23.2% | -98.4% | -76.0% |
| 3Y | -14.4% | -71.3% | +56.9% | -12.3% |
| 5Y | -92.0% | -99.3% | +7.3% | -91.2% |
| All | -83.4% | -94.2% | +10.8% | -77.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling