-41.4%
OPEN vs RRC
+60.0%
-101.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.7% | -4.4% | -3.7% |
| 7D | -15.0% | +6.4% | -21.4% | -15.7% |
| 30D | -40.2% | +23.9% | -64.1% | -42.1% |
| 3M | -67.4% | +30.2% | -97.6% | -68.8% |
| 6M | -74.0% | +26.3% | -100.3% | -75.0% |
| YTD | -79.6% | +48.1% | -127.7% | -81.0% |
| 1Y | -86.1% | +37.7% | -123.8% | -86.9% |
| 3Y | -41.4% | +60.3% | -101.7% | -50.5% |
| All | -41.4% | +60.0% | -101.3% | -50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling