-35.9%
KWEB vs OPEN
-63.3%
+27.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +0.7% |
| 7D | -5.6% | -11.4% | +5.9% | -4.4% |
| 30D | -10.7% | -20.1% | +9.4% | -8.7% |
| 3M | -7.4% | -37.6% | +30.2% | -3.3% |
| 6M | -19.3% | -47.1% | +27.7% | -14.7% |
| YTD | -27.8% | -52.1% | +24.4% | -23.4% |
| 1Y | -35.9% | -73.5% | +37.5% | -29.6% |
| All | -35.9% | -63.3% | +27.4% | -29.6% |
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