-89.0%
OPEN vs RRX
+137.3%
-226.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.3% | -1.4% | -2.2% |
| 7D | -15.0% | +4.3% | -19.3% | -17.3% |
| 30D | -40.2% | +12.3% | -52.5% | -46.3% |
| 3M | -67.4% | +3.7% | -71.0% | -69.2% |
| 6M | -74.0% | -13.9% | -60.1% | -73.1% |
| YTD | -79.6% | +26.5% | -106.0% | -85.2% |
| 1Y | -86.1% | +29.3% | -115.4% | -90.1% |
| 3Y | -41.4% | +65.6% | -106.9% | -66.1% |
| 5Y | -94.9% | +10.6% | -105.5% | -96.3% |
| All | -89.0% | +137.3% | -226.3% | -92.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling