-70.8%
OPEN vs AMC
-95.0%
+24.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.3% | -3.7% | +0.3% |
| 7D | -4.3% | +2.3% | -6.6% | -4.4% |
| 30D | -16.2% | -0.7% | -15.5% | -16.2% |
| 3M | -36.4% | +35.2% | -71.6% | -38.2% |
| 6M | -35.5% | +124.6% | -160.0% | -39.7% |
| YTD | -46.0% | +69.9% | -115.8% | -48.6% |
| 1Y | -47.1% | -2.6% | -44.6% | -48.0% |
| 3Y | -19.0% | -79.8% | +60.7% | -16.0% |
| 5Y | -83.6% | -99.4% | +15.8% | -81.7% |
| All | -70.8% | -95.0% | +24.2% | -60.5% |
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