-70.8%
OPEN vs AMCR
+15.8%
-86.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.8% |
| 7D | -4.3% | -1.9% | -2.4% | -3.1% |
| 30D | -16.2% | -4.1% | -12.1% | -13.9% |
| 3M | -36.4% | +21.7% | -58.0% | -44.1% |
| 6M | -35.5% | +1.5% | -36.9% | -36.7% |
| YTD | -46.0% | +13.1% | -59.1% | -51.3% |
| 1Y | -47.1% | +13.0% | -60.1% | -52.5% |
| 3Y | -19.0% | +6.9% | -25.9% | -28.1% |
| 5Y | -83.6% | -10.5% | -73.1% | -82.5% |
| All | -70.8% | +15.8% | -86.7% | -71.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling