-83.9%
OPEN vs AMIX
-91.8%
+7.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -20.0% | +24.2% | +4.5% |
| 7D | -31.1% | -8.1% | -23.0% | -31.0% |
| 30D | -34.7% | -52.3% | +17.6% | -33.9% |
| 3M | -61.9% | -83.8% | +21.9% | -60.8% |
| 6M | -71.9% | -79.0% | +7.1% | -70.2% |
| YTD | -76.6% | -87.2% | +10.6% | -74.4% |
| 1Y | -83.9% | -91.7% | +7.8% | -82.1% |
| All | -83.9% | -91.8% | +7.9% | -82.1% |
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