-47.1%
OPEN vs AMCR
+11.5%
-58.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.3% | +1.3% |
| 7D | -4.3% | -3.3% | -1.0% | -2.9% |
| 30D | -16.2% | -5.4% | -10.8% | -14.2% |
| 3M | -36.4% | +20.0% | -56.3% | -40.5% |
| 6M | -35.5% | 0.0% | -35.5% | -36.7% |
| YTD | -46.0% | +11.5% | -57.5% | -49.4% |
| 1Y | -47.1% | +11.4% | -58.5% | -43.9% |
| All | -47.1% | +11.5% | -58.7% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 1y: compounded portfolio wealth divided by compounded AMCR 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…
1y analysis · Full analysis span regression · 6 months rolling