-18.7%
OPEN vs AMP
+64.9%
-83.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.5% |
| 7D | -2.9% | 0.0% | -2.9% | -2.9% |
| 30D | -13.8% | -1.0% | -12.8% | -13.0% |
| 3M | -30.9% | +23.2% | -54.1% | -42.8% |
| 6M | -40.9% | +20.4% | -61.3% | -50.5% |
| YTD | -48.5% | +13.6% | -62.2% | -54.6% |
| 1Y | -50.9% | +13.4% | -64.3% | -56.3% |
| All | -18.7% | +64.9% | -83.6% | -70.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling