+48.8%
ROST vs OPEN
-80.8%
+129.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -7.1% | +7.9% | +1.3% |
| 7D | +3.2% | -24.7% | +27.9% | +4.9% |
| 30D | +7.4% | -41.0% | +48.4% | +10.1% |
| 3M | -6.1% | -62.4% | +56.3% | -2.1% |
| 6M | +6.2% | -73.9% | +80.1% | +11.6% |
| YTD | +33.4% | -77.5% | +111.0% | +40.6% |
| 1Y | +48.8% | -83.6% | +132.4% | +59.6% |
| All | +48.8% | -80.8% | +129.6% | +59.6% |
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