-3.6%
KMB vs OPEN
-87.0%
+83.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -21.8% | +19.9% | -1.7% |
| 7D | +0.5% | -22.2% | +22.7% | +0.6% |
| 30D | +12.4% | -38.3% | +50.7% | +12.7% |
| 3M | +1.0% | -59.4% | +60.3% | +1.6% |
| 6M | +12.1% | -74.4% | +86.5% | +13.0% |
| YTD | +11.6% | -76.0% | +87.6% | +12.4% |
| 1Y | +13.1% | -78.7% | +91.8% | +13.9% |
| 3Y | +1.6% | -30.0% | +31.6% | +1.6% |
| 5Y | -0.3% | -93.7% | +93.4% | -4.7% |
| All | -3.6% | -87.0% | +83.3% | -7.4% |
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 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