-33.2%
ROL vs OPEN
-82.9%
+49.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.2% | -4.1% | 0.0% |
| 7D | +0.8% | -31.1% | +31.8% | +2.1% |
| 30D | +20.6% | -34.7% | +55.3% | +22.2% |
| 3M | +4.5% | -61.9% | +66.4% | +6.6% |
| 6M | -26.5% | -71.9% | +45.3% | -24.9% |
| YTD | -34.8% | -76.6% | +41.7% | -33.4% |
| 1Y | -33.2% | -83.9% | +50.7% | -32.7% |
| All | -33.2% | -82.9% | +49.7% | -32.7% |
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