+33.9%
ROL vs OPEN
-71.4%
+105.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.5% | 0.0% | -2.4% |
| 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% | -23.8% |
| 6M | -39.5% | -38.6% | -0.9% | -38.7% |
| YTD | -41.1% | -47.3% | +6.2% | -40.1% |
| 1Y | -37.9% | -49.2% | +11.2% | -37.8% |
| 3Y | +0.8% | -18.8% | +19.6% | -5.3% |
| 5Y | -4.7% | -83.6% | +78.9% | -6.8% |
| All | +33.9% | -71.4% | +105.4% | +27.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling