-33.1%
ROL vs OPEN
-79.4%
+46.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +2.1% |
| 7D | +7.5% | -21.7% | +29.2% | +8.4% |
| 30D | +21.1% | -36.5% | +57.6% | +22.7% |
| 3M | +3.1% | -59.5% | +62.7% | +5.1% |
| 6M | -27.4% | -71.9% | +44.4% | -25.8% |
| YTD | -34.7% | -75.8% | +41.1% | -33.3% |
| All | -33.1% | -79.4% | +46.3% | -32.5% |
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