-50.9%
OPEN vs RIO
+71.3%
-122.2%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.2% |
| 7D | -2.9% | +1.0% | -3.9% | -3.5% |
| 30D | -13.8% | +4.0% | -17.8% | -15.7% |
| 3M | -30.9% | +4.5% | -35.4% | -32.7% |
| 6M | -40.9% | +17.3% | -58.3% | -46.5% |
| YTD | -48.5% | +36.2% | -84.7% | -59.6% |
| 1Y | -50.9% | +76.1% | -127.0% | -74.3% |
| All | -50.9% | +71.3% | -122.2% | -74.3% |
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