-62.4%
OPEN vs AMIX
-100.0%
+37.6%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | 0.0% | -21.8% | -21.8% |
| 7D | -22.2% | -16.0% | -6.2% | -21.9% |
| 30D | -38.3% | -55.4% | +17.1% | -37.1% |
| 3M | -59.4% | -87.5% | +28.1% | -57.4% |
| 6M | -74.4% | -81.2% | +6.8% | -74.4% |
| YTD | -76.0% | -86.8% | +10.9% | -75.5% |
| 1Y | -78.7% | -91.6% | +12.9% | -77.8% |
| All | -62.4% | -100.0% | +37.6% | -64.7% |
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