+116.7%
KRE vs OPEN
-72.1%
+188.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -1.0% |
| 7D | -1.1% | -2.9% | +1.8% | -0.9% |
| 30D | -3.4% | -13.8% | +10.4% | -2.5% |
| 3M | +3.7% | -30.9% | +34.6% | +6.0% |
| 6M | +14.8% | -40.9% | +55.7% | +18.1% |
| YTD | +14.7% | -48.5% | +63.2% | +18.6% |
| 1Y | +16.0% | -50.9% | +66.9% | +17.0% |
| 3Y | +84.3% | -20.6% | +104.9% | +63.2% |
| 5Y | +30.9% | -84.2% | +115.0% | +13.1% |
| All | +116.7% | -72.1% | +188.8% | +73.4% |
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 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