-17.1%
OPEN vs RIO
+100.4%
-117.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.3% |
| 7D | -4.3% | 0.0% | -4.2% | -4.2% |
| 30D | -16.2% | +4.0% | -20.2% | -18.7% |
| 3M | -36.4% | +0.1% | -36.5% | -36.5% |
| 6M | -35.5% | +12.7% | -48.2% | -42.5% |
| YTD | -46.0% | +35.6% | -81.5% | -60.3% |
| 1Y | -47.1% | +73.7% | -120.8% | -69.9% |
| All | -17.1% | +100.4% | -117.5% | -60.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling