-71.6%
OPEN vs RRC
+567.5%
-639.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.3% | -2.5% |
| 7D | +1.0% | -1.2% | +2.2% | +1.2% |
| 30D | -11.9% | +9.4% | -21.3% | -13.5% |
| 3M | -28.8% | +7.4% | -36.2% | -30.0% |
| 6M | -38.6% | +1.5% | -40.1% | -39.1% |
| YTD | -47.3% | +19.4% | -66.7% | -49.5% |
| 1Y | -49.2% | +24.2% | -73.4% | -51.7% |
| 3Y | -18.8% | +32.8% | -51.6% | -25.9% |
| 5Y | -83.6% | +152.9% | -236.5% | -86.0% |
| All | -71.6% | +567.5% | -639.1% | -75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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