-50.1%
KWEB vs OPEN
-71.4%
+21.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.5% | -0.1% | -2.4% |
| 7D | -1.3% | +1.0% | -2.3% | -1.4% |
| 30D | -11.5% | -11.9% | +0.4% | -10.4% |
| 3M | -2.9% | -28.8% | +25.9% | +0.2% |
| 6M | -14.6% | -38.6% | +24.0% | -10.8% |
| YTD | -25.5% | -47.3% | +21.8% | -21.4% |
| 1Y | -31.1% | -49.2% | +18.1% | -30.3% |
| 3Y | +3.0% | -18.8% | +21.8% | -15.8% |
| 5Y | -42.6% | -83.6% | +41.0% | -45.2% |
| All | -50.1% | -71.4% | +21.4% | -53.1% |
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