+47.7%
KDP vs OPEN
-82.9%
+130.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.2% | -2.4% | +1.6% |
| 7D | +4.0% | -31.1% | +35.0% | +5.3% |
| 30D | +16.8% | -34.7% | +51.5% | +18.1% |
| 3M | +32.0% | -61.9% | +93.9% | +34.8% |
| 6M | +35.2% | -71.9% | +107.0% | +38.0% |
| YTD | +40.9% | -76.6% | +117.5% | +43.6% |
| 1Y | +47.7% | -83.9% | +131.6% | +50.9% |
| All | +47.7% | -82.9% | +130.5% | +50.9% |
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