-8.7%
KVUE vs OPEN
-27.3%
+18.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | -5.1% | -11.4% | +6.3% | -4.9% |
| 30D | -6.3% | -20.1% | +13.7% | -6.0% |
| 3M | -0.5% | -37.6% | +37.1% | +0.2% |
| 6M | +3.1% | -47.1% | +50.1% | +4.0% |
| YTD | +6.7% | -52.1% | +58.8% | +7.7% |
| 1Y | -1.1% | -73.5% | +72.3% | +0.5% |
| 3Y | -8.7% | -24.4% | +15.6% | -14.0% |
| All | -8.7% | -27.3% | +18.6% | -14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling