+174.6%
ARM vs OPEN
-60.5%
+235.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -21.8% | +26.5% | +8.1% |
| 7D | -15.2% | -22.2% | +7.0% | -12.6% |
| 30D | -40.7% | -38.3% | -2.4% | -36.7% |
| 3M | -39.1% | -59.4% | +20.3% | -30.8% |
| 6M | -26.4% | -74.4% | +47.9% | -10.7% |
| YTD | +59.7% | -76.0% | +135.7% | +93.4% |
| 1Y | +10.3% | -78.7% | +89.0% | +34.5% |
| 3Y | +228.9% | -30.0% | +258.9% | +170.8% |
| All | +174.6% | -60.5% | +235.1% | +145.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling