-71.4%
OPEN vs AMIX
-92.3%
+20.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -3.0% | +16.8% | +13.8% |
| 7D | +3.7% | -25.1% | +28.8% | +4.2% |
| 30D | -14.3% | -54.5% | +40.2% | -13.1% |
| 3M | -51.9% | -91.7% | +39.8% | -50.0% |
| 6M | -61.4% | -79.4% | +18.0% | -58.5% |
| YTD | -66.0% | -86.1% | +20.0% | -62.4% |
| 1Y | -71.4% | -91.6% | +20.2% | -67.5% |
| All | -71.4% | -92.3% | +20.9% | -67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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