+117.7%
KRE vs OPEN
-74.0%
+191.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.7% | +7.2% | +1.0% |
| 7D | -1.4% | -10.5% | +9.1% | -0.7% |
| 30D | -3.9% | -21.8% | +17.9% | -2.3% |
| 3M | +3.6% | -37.5% | +41.1% | +6.6% |
| 6M | +15.4% | -44.1% | +59.5% | +19.2% |
| YTD | +15.2% | -52.0% | +67.2% | +19.7% |
| 1Y | +16.5% | -52.2% | +68.7% | +17.6% |
| 3Y | +85.2% | -25.9% | +111.1% | +64.8% |
| 5Y | +33.1% | -85.1% | +118.2% | +15.6% |
| All | +117.7% | -74.0% | +191.7% | +75.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling