-71.4%
OPEN vs AMRZ
-11.5%
-59.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +5.2% | +8.6% | +9.7% |
| 7D | +3.7% | +10.3% | -6.6% | -3.7% |
| 30D | -14.3% | +18.7% | -33.0% | -24.7% |
| 3M | -51.9% | -14.6% | -37.3% | -46.6% |
| 6M | -61.4% | -12.9% | -48.5% | -58.2% |
| YTD | -66.0% | -17.4% | -48.7% | -62.3% |
| 1Y | -71.4% | -12.3% | -59.1% | -70.3% |
| All | -71.4% | -11.5% | -59.9% | -70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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