-24.6%
KVUE vs OPEN
+122.2%
-146.8%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.2% | -3.4% |
| 7D | -7.2% | -2.9% | -4.3% | -7.2% |
| 30D | -5.7% | -13.8% | +8.1% | -5.5% |
| 3M | +0.2% | -30.9% | +31.0% | +0.6% |
| 6M | 0.0% | -40.9% | +41.0% | +0.6% |
| YTD | +6.5% | -48.5% | +55.1% | +7.2% |
| 1Y | -1.4% | -50.9% | +49.5% | -1.2% |
| 3Y | -5.6% | -20.6% | +15.0% | -7.9% |
| All | -24.6% | +122.2% | -146.8% | -23.5% |
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