-78.7%
OPEN vs AFRM
-4.3%
-74.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -2.2% | -19.6% | -20.3% |
| 7D | -22.2% | -7.3% | -14.9% | -17.6% |
| 30D | -38.3% | -9.6% | -28.8% | -33.6% |
| 3M | -59.4% | -11.1% | -48.3% | -56.1% |
| 6M | -74.4% | +3.9% | -78.2% | -74.6% |
| YTD | -76.0% | -8.5% | -67.5% | -74.3% |
| 1Y | -78.7% | +3.3% | -81.9% | -79.5% |
| All | -78.7% | -4.3% | -74.4% | -79.5% |
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