+105.7%
KR vs OPEN
-71.4%
+177.1%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.5% | +0.2% | -2.4% |
| 7D | -1.3% | +1.0% | -2.3% | -1.3% |
| 30D | +1.5% | -11.9% | +13.4% | +1.4% |
| 3M | -8.5% | -28.8% | +20.2% | -8.7% |
| 6M | -21.9% | -38.6% | +16.7% | -22.1% |
| YTD | -6.9% | -47.3% | +40.5% | -7.1% |
| 1Y | -14.0% | -49.2% | +35.2% | -14.1% |
| 3Y | +30.3% | -18.8% | +49.1% | +31.2% |
| 5Y | +37.7% | -83.6% | +121.3% | +34.0% |
| All | +105.7% | -71.4% | +177.1% | +100.7% |
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