-22.2%
RKT vs OPEN
-71.6%
+49.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.7% |
| 3M | +6.3% | -36.4% | +42.6% | +14.8% |
| 6M | -15.5% | -35.5% | +20.0% | -9.4% |
| YTD | -27.4% | -46.0% | +18.6% | -20.1% |
| 1Y | -26.6% | -47.1% | +20.6% | -24.7% |
| 3Y | +41.2% | -19.0% | +60.3% | +11.0% |
| 5Y | -6.4% | -83.6% | +77.2% | -19.4% |
| All | -22.2% | -71.6% | +49.4% | -25.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling