-24.4%
KVUE vs OPEN
+107.4%
-131.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.7% | +6.9% | +0.3% |
| 7D | -6.1% | -10.5% | +4.4% | -6.0% |
| 30D | -5.6% | -21.8% | +16.2% | -5.2% |
| 3M | -0.3% | -37.5% | +37.2% | +0.3% |
| 6M | +1.4% | -44.1% | +45.5% | +2.1% |
| YTD | +6.7% | -52.0% | +58.7% | +7.6% |
| 1Y | +1.0% | -52.2% | +53.2% | +1.2% |
| 3Y | -5.4% | -25.9% | +20.5% | -7.6% |
| All | -24.4% | +107.4% | -131.9% | -23.2% |
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