-0.5%
KMB vs OPEN
-86.9%
+86.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +3.2% |
| 7D | +3.4% | -21.7% | +25.1% | +3.6% |
| 30D | +14.7% | -36.5% | +51.2% | +15.0% |
| 3M | +3.3% | -59.5% | +62.8% | +3.9% |
| 6M | +16.8% | -71.9% | +88.7% | +17.6% |
| YTD | +15.2% | -75.8% | +91.0% | +16.0% |
| 1Y | +13.3% | -78.5% | +91.8% | +14.1% |
| 3Y | +5.4% | -30.2% | +35.6% | +5.5% |
| 5Y | +2.7% | -93.3% | +96.0% | -1.6% |
| All | -0.5% | -86.9% | +86.3% | -4.4% |
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