+30.9%
KDP vs OPEN
-71.4%
+102.4%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | -0.1% |
| 7D | +2.1% | +1.0% | +1.1% | +2.1% |
| 30D | +8.5% | -11.9% | +20.4% | +8.6% |
| 3M | +6.6% | -28.8% | +35.4% | +7.0% |
| 6M | +17.1% | -38.6% | +55.7% | +17.6% |
| YTD | +19.0% | -47.3% | +66.4% | +19.7% |
| 1Y | +21.8% | -49.2% | +70.9% | +21.9% |
| 3Y | +6.4% | -18.8% | +25.2% | +4.1% |
| 5Y | +5.1% | -83.6% | +88.8% | +1.8% |
| All | +30.9% | -71.4% | +102.4% | +20.8% |
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