-71.4%
OPEN vs RRX
+30.0%
-101.4%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | -3.6% | +17.4% | +14.8% |
| 7D | +3.7% | +7.6% | -4.0% | +0.8% |
| 30D | -14.3% | +7.5% | -21.8% | -16.9% |
| 3M | -51.9% | -21.0% | -30.9% | -48.2% |
| 6M | -61.4% | -18.1% | -43.3% | -59.5% |
| YTD | -66.0% | +24.3% | -90.3% | -75.3% |
| 1Y | -71.4% | +29.3% | -100.7% | -80.4% |
| All | -71.4% | +30.0% | -101.4% | -80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling