+296.4%
ARM vs OPEN
-11.0%
+307.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.6% | +3.3% | +3.8% |
| 7D | +5.5% | -4.3% | +9.7% | +6.1% |
| 30D | -8.2% | -16.2% | +8.0% | -5.9% |
| 3M | -35.9% | -36.4% | +0.4% | -31.7% |
| 6M | +103.1% | -35.5% | +138.6% | +115.8% |
| YTD | +130.6% | -46.0% | +176.6% | +148.8% |
| 1Y | +86.1% | -47.1% | +133.2% | +89.6% |
| All | +296.4% | -11.0% | +307.4% | +215.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling