-20.0%
RKT vs OPEN
-88.2%
+68.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -7.1% | +2.2% | -3.6% |
| 7D | +4.6% | -24.7% | +29.3% | +9.4% |
| 30D | +25.9% | -41.0% | +66.9% | +37.1% |
| 3M | +5.0% | -62.4% | +67.4% | +24.0% |
| 6M | -7.9% | -73.9% | +65.9% | +15.5% |
| YTD | -25.4% | -77.5% | +52.2% | -4.8% |
| 1Y | -15.4% | -83.6% | +68.2% | +12.9% |
| 3Y | +83.3% | -37.0% | +120.3% | +48.6% |
| 5Y | -0.8% | -93.3% | +92.5% | -0.1% |
| All | -20.0% | -88.2% | +68.1% | -11.7% |
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