-86.9%
OPEN vs RBA
+161.9%
-248.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.4% | -1.7% | -1.0% |
| 7D | -21.7% | +2.5% | -24.2% | -22.7% |
| 30D | -36.5% | +11.6% | -48.1% | -41.4% |
| 3M | -59.5% | +1.5% | -61.0% | -60.3% |
| 6M | -71.9% | -6.6% | -65.2% | -70.8% |
| YTD | -75.8% | -6.3% | -69.6% | -75.0% |
| 1Y | -78.5% | -4.0% | -74.6% | -78.2% |
| 3Y | -30.2% | +47.3% | -77.5% | -47.9% |
| 5Y | -93.3% | +47.7% | -140.9% | -95.1% |
| All | -86.9% | +161.9% | -248.8% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling