-71.4%
OPEN vs RIO
+29.3%
-100.7%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +3.6% | +10.2% | +11.7% |
| 7D | +3.7% | -1.6% | +5.3% | +4.5% |
| 30D | -14.3% | -11.6% | -2.7% | -8.6% |
| 3M | -51.9% | -12.7% | -39.2% | -48.2% |
| 6M | -61.4% | -12.4% | -49.0% | -58.3% |
| YTD | -66.0% | +11.0% | -77.0% | -69.8% |
| 1Y | -71.4% | +30.8% | -102.2% | -86.5% |
| All | -71.4% | +29.3% | -100.7% | -86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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