-52.2%
OPEN vs AMP
+13.8%
-66.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.3% | -7.0% | -6.9% |
| 7D | -10.5% | -2.0% | -8.5% | -8.8% |
| 30D | -21.8% | -1.7% | -20.1% | -20.5% |
| 3M | -37.5% | +23.2% | -60.7% | -48.8% |
| 6M | -44.1% | +22.2% | -66.3% | -54.4% |
| YTD | -52.0% | +14.0% | -66.0% | -58.6% |
| 1Y | -52.2% | +14.0% | -66.2% | -52.5% |
| All | -52.2% | +13.8% | -66.0% | -52.5% |
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