+14.1%
KMB vs OPEN
-79.4%
+93.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +3.2% |
| 7D | +3.4% | -21.7% | +25.1% | +4.6% |
| 30D | +14.7% | -36.5% | +51.2% | +16.9% |
| 3M | +3.3% | -59.5% | +62.8% | +6.8% |
| 6M | +16.8% | -71.9% | +88.7% | +21.3% |
| YTD | +15.2% | -75.8% | +91.0% | +18.8% |
| All | +14.1% | -79.4% | +93.5% | +18.5% |
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