-52.2%
OPEN vs AMCR
+11.5%
-63.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -6.5% |
| 7D | -10.5% | -5.0% | -5.6% | -8.6% |
| 30D | -21.8% | -8.0% | -13.8% | -19.0% |
| 3M | -37.5% | +14.3% | -51.8% | -40.3% |
| 6M | -44.1% | +5.3% | -49.4% | -45.3% |
| YTD | -52.0% | +7.7% | -59.7% | -54.4% |
| 1Y | -52.2% | +10.8% | -63.1% | -53.1% |
| All | -52.2% | +11.5% | -63.7% | -53.1% |
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