-87.0%
OPEN vs RBA
+155.7%
-242.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -1.3% | -20.5% | -20.8% |
| 7D | -22.2% | +4.3% | -26.5% | -24.3% |
| 30D | -38.3% | +16.3% | -54.6% | -44.9% |
| 3M | -59.4% | +1.3% | -60.7% | -60.0% |
| 6M | -74.4% | -11.1% | -63.3% | -72.4% |
| YTD | -76.0% | -8.5% | -67.5% | -74.7% |
| 1Y | -78.7% | -2.1% | -76.5% | -78.7% |
| 3Y | -30.0% | +44.6% | -74.6% | -47.1% |
| 5Y | -93.7% | +36.8% | -130.6% | -95.3% |
| All | -87.0% | +155.7% | -242.7% | -90.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling