-68.0%
OPEN vs AMIX
-100.0%
+31.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.1% | -4.8% | -3.7% |
| 7D | -15.0% | -9.9% | -5.1% | -14.9% |
| 30D | -40.2% | -52.8% | +12.6% | -39.2% |
| 3M | -67.4% | -80.0% | +12.6% | -66.2% |
| 6M | -74.0% | -80.2% | +6.2% | -74.2% |
| YTD | -79.6% | -88.1% | +8.6% | -79.2% |
| 1Y | -86.1% | -91.1% | +5.0% | -85.7% |
| All | -68.0% | -100.0% | +31.9% | -70.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling