+46.0%
ROL vs OPEN
-88.5%
+134.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.5% | +8.1% | -1.1% |
| 7D | -1.7% | -31.0% | +29.3% | -0.4% |
| 30D | +18.5% | -41.5% | +60.0% | +20.7% |
| 3M | +4.3% | -64.6% | +69.0% | +8.2% |
| 6M | -27.7% | -73.8% | +46.1% | -24.4% |
| YTD | -35.8% | -78.8% | +43.0% | -32.5% |
| 1Y | -34.1% | -86.8% | +52.7% | -29.7% |
| 3Y | +2.9% | -40.6% | +43.6% | -3.0% |
| 5Y | +12.7% | -94.7% | +107.4% | +15.7% |
| All | +46.0% | -88.5% | +134.5% | +44.0% |
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