+110.3%
KR vs OPEN
-74.0%
+184.4%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.7% |
| 7D | -0.2% | -11.4% | +11.3% | -0.2% |
| 30D | +5.1% | -20.1% | +25.1% | +4.9% |
| 3M | -8.2% | -37.6% | +29.4% | -8.4% |
| 6M | -18.0% | -47.1% | +29.1% | -18.3% |
| YTD | -4.8% | -52.1% | +47.4% | -5.1% |
| 1Y | -11.0% | -73.5% | +62.5% | -11.5% |
| 3Y | +37.7% | -24.4% | +62.1% | +38.5% |
| 5Y | +52.8% | -85.1% | +137.9% | +48.5% |
| All | +110.3% | -74.0% | +184.4% | +105.2% |
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