-86.1%
OPEN vs AMP
+12.5%
-98.6%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.2% | -4.8% | -4.5% |
| 7D | -15.0% | +3.9% | -18.9% | -17.4% |
| 30D | -40.2% | +5.1% | -45.3% | -41.6% |
| 3M | -67.4% | -8.7% | -58.7% | -65.6% |
| 6M | -74.0% | +11.4% | -85.5% | -75.6% |
| YTD | -79.6% | +7.3% | -86.9% | -80.2% |
| 1Y | -86.1% | +14.6% | -100.7% | -86.8% |
| All | -86.1% | +12.5% | -98.6% | -86.8% |
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