-89.0%
OPEN vs AMCR
+15.8%
-104.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | -15.0% | -2.4% | -12.6% | -13.6% |
| 30D | -40.2% | +3.6% | -43.8% | -41.0% |
| 3M | -67.4% | -4.2% | -63.2% | -66.2% |
| 6M | -74.0% | +15.5% | -89.5% | -76.2% |
| YTD | -79.6% | +9.7% | -89.3% | -81.1% |
| 1Y | -86.1% | +8.3% | -94.4% | -87.0% |
| 3Y | -41.4% | +15.4% | -56.7% | -50.9% |
| 5Y | -94.9% | -9.1% | -85.7% | -94.5% |
| All | -89.0% | +15.8% | -104.8% | -89.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling