-18.7%
OPEN vs RRX
+3.6%
-22.3%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -0.8% |
| 7D | -2.9% | -0.7% | -2.2% | -2.5% |
| 30D | -13.8% | -8.0% | -5.8% | -9.7% |
| 3M | -30.9% | -25.1% | -5.8% | -20.1% |
| 6M | -40.9% | -18.3% | -22.7% | -37.3% |
| YTD | -48.5% | +14.2% | -62.7% | -58.2% |
| 1Y | -50.9% | +13.0% | -63.9% | -59.8% |
| All | -18.7% | +3.6% | -22.3% | -12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling