-84.2%
OPEN vs AMCR
-10.2%
-73.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.4% | -0.3% |
| 7D | -2.9% | -6.3% | +3.4% | +1.7% |
| 30D | -13.8% | -7.1% | -6.7% | -9.0% |
| 3M | -30.9% | +12.7% | -43.5% | -36.9% |
| 6M | -40.9% | +5.2% | -46.1% | -43.6% |
| YTD | -48.5% | +8.1% | -56.6% | -52.9% |
| 1Y | -50.9% | +11.7% | -62.6% | -56.6% |
| 3Y | -20.6% | +9.9% | -30.5% | -35.5% |
| 5Y | -84.2% | -8.7% | -75.5% | -82.9% |
| All | -84.2% | -10.2% | -73.9% | -82.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling