-50.9%
OPEN vs AMRZ
-24.7%
-26.2%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | +0.1% | -0.4% |
| 7D | -2.9% | -4.7% | +1.7% | +0.8% |
| 30D | -13.8% | -11.3% | -2.5% | -5.1% |
| 3M | -30.9% | -22.1% | -8.8% | -16.7% |
| 6M | -40.9% | -29.6% | -11.4% | -22.2% |
| YTD | -48.5% | -23.3% | -25.2% | -38.6% |
| 1Y | -50.9% | -23.7% | -27.2% | -21.7% |
| All | -50.9% | -24.7% | -26.2% | -21.7% |
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