-71.4%
OPEN vs AFRM
+8.5%
-79.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +5.0% | +8.8% | +10.5% |
| 7D | +3.7% | +3.1% | +0.6% | +1.9% |
| 30D | -14.3% | +1.1% | -15.4% | -14.7% |
| 3M | -51.9% | -3.2% | -48.7% | -51.1% |
| 6M | -61.4% | +12.7% | -74.1% | -64.1% |
| YTD | -66.0% | +1.6% | -67.6% | -66.2% |
| 1Y | -71.4% | +5.9% | -77.2% | -72.3% |
| All | -71.4% | +8.5% | -79.9% | -72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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