+23.6%
KDP vs OPEN
-40.3%
+63.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -9.5% | +2.1% | -7.3% |
| 7D | -4.0% | -31.0% | +27.0% | -3.6% |
| 30D | +8.5% | -41.5% | +49.9% | +9.1% |
| 3M | +20.7% | -64.6% | +85.3% | +21.9% |
| 6M | +23.2% | -73.8% | +97.0% | +24.7% |
| YTD | +30.5% | -78.8% | +109.3% | +32.2% |
| 1Y | +35.9% | -86.8% | +122.7% | +38.1% |
| All | +23.6% | -40.3% | +63.9% | +19.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling