+54.2%
RGTI vs OPEN
-85.2%
+139.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | +0.5% | -11.4% | +11.9% | +4.1% |
| 30D | -17.1% | -20.1% | +3.0% | -11.4% |
| 3M | -26.0% | -37.6% | +11.6% | -15.3% |
| 6M | -9.9% | -47.1% | +37.2% | +8.6% |
| YTD | -31.1% | -52.1% | +21.1% | -15.3% |
| 1Y | -8.5% | -73.5% | +65.0% | +27.0% |
| 3Y | +652.2% | -24.4% | +676.6% | +410.4% |
| 5Y | +56.8% | -85.1% | +141.9% | +8.5% |
| All | +54.2% | -85.2% | +139.4% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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