-25.7%
RKT vs OPEN
-72.9%
+47.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.3% | -0.5% | -2.3% |
| 7D | -1.0% | -2.9% | +2.0% | -0.4% |
| 30D | -2.4% | -13.8% | +11.4% | +0.3% |
| 3M | +1.9% | -30.9% | +32.8% | +8.6% |
| 6M | -13.9% | -40.9% | +27.1% | -6.1% |
| YTD | -30.6% | -48.5% | +17.9% | -23.0% |
| 1Y | -34.4% | -50.9% | +16.5% | -31.7% |
| 3Y | +38.2% | -20.6% | +58.8% | +8.9% |
| 5Y | -9.7% | -84.2% | +74.5% | -21.7% |
| All | -25.7% | -72.9% | +47.3% | -28.6% |
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