-70.8%
OPEN vs RIO
+199.2%
-270.0%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.4% |
| 7D | -4.3% | 0.0% | -4.2% | -4.2% |
| 30D | -16.2% | +4.0% | -20.2% | -18.2% |
| 3M | -36.4% | +0.1% | -36.5% | -36.5% |
| 6M | -35.5% | +12.7% | -48.2% | -40.7% |
| YTD | -46.0% | +35.6% | -81.5% | -56.4% |
| 1Y | -47.1% | +73.7% | -120.8% | -63.7% |
| 3Y | -19.0% | +93.3% | -112.3% | -47.6% |
| 5Y | -83.6% | +92.4% | -176.0% | -89.5% |
| All | -70.8% | +199.2% | -270.0% | -84.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling