-15.4%
RKT vs OPEN
-80.8%
+65.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -7.1% | +2.2% | -2.5% |
| 7D | +4.6% | -24.7% | +29.3% | +13.2% |
| 30D | +25.9% | -41.0% | +66.9% | +47.7% |
| 3M | +5.0% | -62.4% | +67.4% | +44.7% |
| 6M | -7.9% | -73.9% | +65.9% | +41.4% |
| YTD | -25.4% | -77.5% | +52.2% | +17.8% |
| 1Y | -15.4% | -83.6% | +68.2% | +42.8% |
| All | -15.4% | -80.8% | +65.4% | +42.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling