-85.1%
OPEN vs RRX
+14.8%
-99.8%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.9% | -4.7% | -5.2% |
| 7D | -10.5% | -3.7% | -6.8% | -7.9% |
| 30D | -21.8% | -9.3% | -12.5% | -16.1% |
| 3M | -37.5% | -21.8% | -15.7% | -27.4% |
| 6M | -44.1% | -22.0% | -22.1% | -37.8% |
| YTD | -52.0% | +11.9% | -63.9% | -62.4% |
| 1Y | -52.2% | +11.6% | -63.8% | -62.6% |
| 3Y | -25.9% | +2.2% | -28.1% | -38.5% |
| 5Y | -85.1% | +14.9% | -99.9% | -88.1% |
| All | -85.1% | +14.8% | -99.8% | -88.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling