-74.2%
OPEN vs RJF
+298.9%
-373.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.3% |
| 7D | -11.4% | -2.7% | -8.7% | -9.3% |
| 30D | -20.1% | -4.3% | -15.8% | -17.2% |
| 3M | -37.6% | +15.7% | -53.3% | -44.9% |
| 6M | -47.1% | +17.8% | -64.9% | -54.4% |
| YTD | -52.1% | +9.2% | -61.3% | -56.0% |
| 1Y | -73.5% | +2.8% | -76.3% | -74.4% |
| 3Y | -24.4% | +69.5% | -93.8% | -51.3% |
| 5Y | -85.1% | +105.9% | -191.1% | -90.8% |
| All | -74.2% | +298.9% | -373.1% | -83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 10y: compounded portfolio wealth divided by compounded RJF 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…
10y analysis · Full analysis span regression · 6 months rolling