-51.9%
OPEN vs AMIX
-100.0%
+48.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -5.6% | -4.0% | -9.5% |
| 7D | -5.8% | -25.5% | +19.7% | -5.1% |
| 30D | -21.1% | -56.2% | +35.1% | -19.5% |
| 3M | -52.4% | -87.4% | +35.0% | -50.1% |
| 6M | -65.8% | -80.9% | +15.1% | -65.8% |
| YTD | -69.3% | -86.8% | +17.5% | -68.7% |
| 1Y | -75.2% | -91.3% | +16.1% | -74.3% |
| All | -51.9% | -100.0% | +48.1% | -54.9% |
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