-47.1%
OPEN vs AMP
+11.4%
-58.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +1.3% |
| 7D | -4.3% | +0.2% | -4.5% | -4.4% |
| 30D | -16.2% | -0.1% | -16.1% | -16.2% |
| 3M | -36.4% | +23.6% | -59.9% | -46.5% |
| 6M | -35.5% | +20.4% | -55.8% | -44.7% |
| YTD | -46.0% | +15.4% | -61.4% | -52.4% |
| 1Y | -47.1% | +11.0% | -58.1% | -46.0% |
| All | -47.1% | +11.4% | -58.5% | -46.0% |
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