-88.3%
OPEN vs AFRM
-20.4%
-67.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.3% | +2.0% |
| 7D | -4.3% | -7.0% | +2.7% | -0.7% |
| 30D | -16.2% | -7.8% | -8.4% | -12.6% |
| 3M | -36.4% | +5.3% | -41.7% | -38.0% |
| 6M | -35.5% | +42.6% | -78.1% | -46.7% |
| YTD | -46.0% | -2.8% | -43.2% | -46.2% |
| 1Y | -47.1% | -19.3% | -27.8% | -42.9% |
| 3Y | -19.0% | +231.0% | -250.0% | -67.0% |
| 5Y | -83.6% | -22.2% | -61.3% | -90.6% |
| All | -88.3% | -20.4% | -67.9% | -93.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling