+159.4%
ROST vs OPEN
-72.1%
+231.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | -1.6% |
| 7D | -2.2% | -2.9% | +0.7% | -2.1% |
| 30D | -11.4% | -13.8% | +2.4% | -10.7% |
| 3M | -1.6% | -30.9% | +29.2% | +0.1% |
| 6M | +6.8% | -40.9% | +47.8% | +9.3% |
| YTD | +25.8% | -48.5% | +74.3% | +29.4% |
| 1Y | +52.4% | -50.9% | +103.3% | +53.3% |
| 3Y | +94.4% | -20.6% | +115.0% | +74.4% |
| 5Y | +108.2% | -84.2% | +192.4% | +89.7% |
| All | +159.4% | -72.1% | +231.5% | +121.7% |
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 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