-83.6%
OPEN vs RBA
-3.8%
-79.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.4% | -7.5% | -7.4% |
| 7D | -24.7% | +3.2% | -27.9% | -26.0% |
| 30D | -41.0% | +12.0% | -53.0% | -45.1% |
| 3M | -62.4% | +2.9% | -65.2% | -62.9% |
| 6M | -73.9% | -6.3% | -67.6% | -72.9% |
| YTD | -77.5% | -5.9% | -71.6% | -78.1% |
| 1Y | -83.6% | -3.9% | -79.7% | -83.8% |
| All | -83.6% | -3.8% | -79.8% | -83.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling