+45.9%
KDP vs OPEN
-79.4%
+125.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.8% |
| 7D | +0.3% | -21.7% | +22.0% | +1.2% |
| 30D | +16.3% | -36.5% | +52.8% | +17.7% |
| 3M | +24.0% | -59.5% | +83.5% | +26.6% |
| 6M | +30.0% | -71.9% | +101.8% | +33.1% |
| YTD | +36.1% | -75.8% | +111.9% | +39.0% |
| All | +45.9% | -79.4% | +125.3% | +50.0% |
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