+26.9%
KRE vs OPEN
-72.7%
+99.5%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +13.8% | -12.1% | +0.9% |
| 7D | +2.8% | +3.7% | -0.9% | +2.5% |
| 30D | +5.3% | -14.3% | +19.6% | +5.9% |
| 3M | -4.2% | -51.9% | +47.7% | -1.1% |
| 6M | +8.7% | -61.4% | +70.1% | +13.1% |
| YTD | +16.4% | -66.0% | +82.4% | +21.4% |
| 1Y | +26.9% | -71.4% | +98.3% | +32.4% |
| All | +26.9% | -72.7% | +99.5% | +32.4% |
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 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