-62.1%
OPEN vs AMIX
-99.9%
+37.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +11.8% | -11.1% | +0.4% |
| 7D | -21.7% | +1.2% | -22.9% | -21.7% |
| 30D | -36.5% | -45.3% | +8.9% | -35.5% |
| 3M | -59.5% | -83.1% | +23.5% | -57.9% |
| 6M | -71.9% | -76.9% | +5.0% | -72.1% |
| YTD | -75.8% | -85.3% | +9.5% | -75.4% |
| 1Y | -78.5% | -89.8% | +11.3% | -77.8% |
| All | -62.1% | -99.9% | +37.8% | -64.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling