-33.9%
KWEB vs OPEN
-72.7%
+38.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +13.8% | -9.3% | +3.0% |
| 7D | +5.8% | +3.7% | +2.1% | +5.2% |
| 30D | -1.0% | -14.3% | +13.3% | +0.2% |
| 3M | -15.8% | -51.9% | +36.1% | -9.7% |
| 6M | -14.9% | -61.4% | +46.5% | -7.0% |
| YTD | -28.6% | -66.0% | +37.5% | -21.9% |
| 1Y | -33.9% | -71.4% | +37.5% | -27.4% |
| All | -33.9% | -72.7% | +38.7% | -27.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling