-37.9%
ROL vs OPEN
-56.1%
+18.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.5% | 0.0% | -2.5% |
| 7D | -3.4% | +1.0% | -4.4% | -3.5% |
| 30D | -6.9% | -11.9% | +5.0% | -6.6% |
| 3M | -24.6% | -28.8% | +4.2% | -24.0% |
| 6M | -39.5% | -38.6% | -0.9% | -38.9% |
| YTD | -41.1% | -47.3% | +6.2% | -40.3% |
| 1Y | -37.9% | -49.2% | +11.2% | -38.2% |
| All | -37.9% | -56.1% | +18.2% | -38.2% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling