+214.0%
ARM vs OPEN
-17.5%
+231.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | -9.6% | -3.5% | -11.6% |
| 7D | -27.1% | -5.8% | -21.3% | -26.5% |
| 30D | -44.9% | -21.1% | -23.8% | -43.0% |
| 3M | -39.3% | -52.4% | +13.1% | -32.4% |
| 6M | -20.2% | -65.8% | +45.6% | -6.8% |
| YTD | +52.5% | -69.3% | +121.8% | +78.6% |
| 1Y | +4.1% | -75.2% | +79.3% | +24.2% |
| All | +214.0% | -17.5% | +231.5% | +145.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling