-70.8%
OPEN vs ARMK
+247.3%
-318.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.3% |
| 7D | -4.3% | -2.4% | -1.8% | -2.5% |
| 30D | -16.2% | 0.0% | -16.2% | -16.4% |
| 3M | -36.4% | +6.7% | -43.0% | -39.7% |
| 6M | -35.5% | +38.8% | -74.3% | -50.6% |
| YTD | -46.0% | +55.2% | -101.2% | -62.0% |
| 1Y | -47.1% | +46.6% | -93.8% | -61.2% |
| 3Y | -19.0% | +112.9% | -131.9% | -55.9% |
| 5Y | -83.6% | +144.0% | -227.5% | -91.2% |
| All | -70.8% | +247.3% | -318.2% | -84.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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