-84.2%
OPEN vs AMP
+120.7%
-204.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.4% |
| 7D | -2.9% | 0.0% | -2.9% | -2.9% |
| 30D | -13.8% | -1.0% | -12.8% | -12.8% |
| 3M | -30.9% | +23.2% | -54.1% | -45.2% |
| 6M | -40.9% | +20.4% | -61.3% | -52.5% |
| YTD | -48.5% | +13.6% | -62.2% | -56.1% |
| 1Y | -50.9% | +13.4% | -64.3% | -57.7% |
| 3Y | -20.6% | +66.5% | -87.1% | -61.1% |
| 5Y | -84.2% | +120.2% | -204.4% | -93.8% |
| All | -84.2% | +120.7% | -204.8% | -93.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling