+48.8%
KR vs OPEN
-85.3%
+134.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.7% | +7.6% | +0.9% |
| 7D | -2.7% | -10.5% | +7.9% | -2.7% |
| 30D | +1.9% | -21.8% | +23.7% | +1.8% |
| 3M | -11.0% | -37.5% | +26.5% | -11.2% |
| 6M | -20.2% | -44.1% | +23.9% | -20.4% |
| YTD | -7.3% | -52.0% | +44.7% | -7.5% |
| 1Y | -13.1% | -52.2% | +39.1% | -13.3% |
| 3Y | +29.7% | -25.9% | +55.7% | +29.9% |
| 5Y | +48.8% | -85.1% | +133.8% | +42.9% |
| All | +48.8% | -85.3% | +134.0% | +42.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling