-34.7%
ROL vs OPEN
-72.7%
+38.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +13.8% | -11.0% | +2.2% |
| 7D | +14.6% | +3.7% | +10.9% | +14.3% |
| 30D | +29.3% | -14.3% | +43.6% | +29.5% |
| 3M | +2.0% | -51.9% | +53.9% | +3.1% |
| 6M | -28.5% | -61.4% | +32.9% | -27.6% |
| YTD | -35.3% | -66.0% | +30.7% | -34.6% |
| 1Y | -34.7% | -71.4% | +36.7% | -34.3% |
| All | -34.7% | -72.7% | +38.0% | -34.3% |
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