+1.7%
KHC vs OPEN
-70.7%
+72.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -0.7% |
| 7D | -1.8% | -4.3% | +2.5% | -1.7% |
| 30D | -1.9% | -16.2% | +14.3% | -1.8% |
| 3M | +14.4% | -36.4% | +50.8% | +14.7% |
| 6M | +8.7% | -35.5% | +44.2% | +9.0% |
| YTD | +7.8% | -46.0% | +53.7% | +8.1% |
| 1Y | -1.5% | -47.1% | +45.6% | -1.5% |
| 3Y | -9.9% | -19.0% | +9.2% | -11.6% |
| 5Y | -10.7% | -83.6% | +72.8% | -13.2% |
| All | +1.7% | -70.7% | +72.4% | -5.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling