-93.3%
OPEN vs AFRM
-55.1%
-38.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.1% | -4.0% | -5.3% |
| 7D | -24.7% | -8.4% | -16.3% | -20.1% |
| 30D | -41.0% | -18.3% | -22.7% | -32.9% |
| 3M | -62.4% | -12.7% | -49.7% | -59.2% |
| 6M | -73.9% | +3.0% | -76.9% | -74.3% |
| YTD | -77.5% | -11.4% | -66.1% | -76.4% |
| 1Y | -83.6% | -13.3% | -70.2% | -82.5% |
| 3Y | -37.0% | +194.0% | -231.0% | -75.7% |
| 5Y | -93.3% | -50.6% | -42.7% | -95.2% |
| All | -93.3% | -55.1% | -38.2% | -95.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling