+122.0%
KRE vs OPEN
-70.7%
+192.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.5% |
| 7D | +1.3% | -4.3% | +5.6% | +1.6% |
| 30D | -2.7% | -16.2% | +13.5% | -1.6% |
| 3M | +8.2% | -36.4% | +44.6% | +11.2% |
| 6M | +12.8% | -35.5% | +48.3% | +15.3% |
| YTD | +17.5% | -46.0% | +63.5% | +21.1% |
| 1Y | +16.6% | -47.1% | +63.7% | +16.8% |
| 3Y | +79.5% | -19.0% | +98.5% | +58.8% |
| 5Y | +32.4% | -83.6% | +116.0% | +14.1% |
| All | +122.0% | -70.7% | +192.7% | +77.1% |
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 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