-94.7%
OPEN vs RBA
+46.2%
-140.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -1.5% | -8.0% | -8.3% |
| 7D | -31.0% | -0.5% | -30.5% | -30.5% |
| 30D | -41.5% | +6.8% | -48.3% | -44.6% |
| 3M | -64.6% | +9.5% | -74.1% | -67.4% |
| 6M | -73.8% | -8.2% | -65.6% | -72.3% |
| YTD | -78.8% | -7.7% | -71.1% | -77.8% |
| 1Y | -86.8% | -6.9% | -79.9% | -86.3% |
| 3Y | -40.6% | +61.6% | -102.3% | -62.2% |
| 5Y | -94.7% | +44.7% | -139.4% | -96.3% |
| All | -94.7% | +46.2% | -140.9% | -96.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling