+43.5%
KDP vs OPEN
-72.7%
+116.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +13.8% | -7.9% | +5.3% |
| 7D | +5.3% | +3.7% | +1.7% | +5.0% |
| 30D | +19.1% | -14.3% | +33.4% | +19.2% |
| 3M | +19.2% | -51.9% | +71.1% | +20.8% |
| 6M | +29.3% | -61.4% | +90.7% | +31.2% |
| YTD | +35.5% | -66.0% | +101.6% | +37.3% |
| 1Y | +43.5% | -71.4% | +114.9% | +45.7% |
| All | +43.5% | -72.7% | +116.1% | +45.7% |
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