-71.4%
OPEN vs AMP
+18.6%
-90.0%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +4.5% | +9.3% | +10.6% |
| 7D | +3.7% | +7.7% | -4.0% | -1.2% |
| 30D | -14.3% | +6.6% | -20.8% | -17.7% |
| 3M | -51.9% | -4.7% | -47.2% | -50.6% |
| 6M | -61.4% | +12.9% | -74.3% | -64.6% |
| YTD | -66.0% | +8.6% | -74.6% | -68.0% |
| 1Y | -71.4% | +18.2% | -89.6% | -75.8% |
| All | -71.4% | +18.6% | -90.0% | -75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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