-15.3%
OPEN vs AMIX
-99.9%
+84.5%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.6% | +0.7% |
| 7D | -4.3% | -13.7% | +9.5% | -3.9% |
| 30D | -16.2% | -62.1% | +45.8% | -14.5% |
| 3M | -36.4% | -46.2% | +9.8% | -37.7% |
| 6M | -35.5% | -46.4% | +11.0% | -37.1% |
| YTD | -46.0% | -60.3% | +14.3% | -46.4% |
| 1Y | -47.1% | -79.7% | +32.5% | -45.9% |
| All | -15.3% | -99.9% | +84.5% | -22.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling