+33.0%
KRE vs OPEN
-84.0%
+117.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.3% | -1.1% |
| 7D | +2.3% | +1.0% | +1.3% | +2.2% |
| 30D | -2.5% | -11.9% | +9.4% | -1.6% |
| 3M | +6.2% | -28.8% | +35.0% | +8.7% |
| 6M | +15.8% | -38.6% | +54.4% | +19.3% |
| YTD | +16.0% | -47.3% | +63.3% | +20.4% |
| 1Y | +16.2% | -49.2% | +65.3% | +16.8% |
| 3Y | +86.4% | -18.8% | +105.2% | +61.0% |
| 5Y | +33.0% | -83.6% | +116.6% | +14.1% |
| All | +33.0% | -84.0% | +117.0% | +14.1% |
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 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