-30.2%
OPEN vs AFRM
+172.4%
-202.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | -21.7% | -7.5% | -14.1% | -18.1% |
| 30D | -36.5% | -15.7% | -20.8% | -30.4% |
| 3M | -59.5% | -9.6% | -49.9% | -57.4% |
| 6M | -71.9% | +6.3% | -78.1% | -72.5% |
| YTD | -75.8% | -8.6% | -67.2% | -75.0% |
| 1Y | -78.5% | -7.6% | -70.9% | -77.8% |
| 3Y | -30.2% | +173.7% | -203.9% | -65.3% |
| All | -30.2% | +172.4% | -202.6% | -65.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling