-6.3%
RKT vs OPEN
-83.7%
+77.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.8% | -1.2% |
| 7D | +2.1% | -4.3% | +6.4% | +2.9% |
| 30D | +1.4% | -16.2% | +17.7% | +4.8% |
| 3M | +6.3% | -36.4% | +42.6% | +14.9% |
| 6M | -15.5% | -35.5% | +20.0% | -9.3% |
| YTD | -27.4% | -46.0% | +18.6% | -20.0% |
| 1Y | -26.6% | -47.1% | +20.6% | -24.7% |
| 3Y | +41.2% | -19.0% | +60.3% | +10.5% |
| All | -6.3% | -83.7% | +77.5% | -19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling