-24.1%
OPEN vs KNX
+36.7%
-60.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.3% | -7.0% | -6.9% |
| 7D | -10.5% | -0.5% | -10.1% | -10.3% |
| 30D | -21.8% | +1.0% | -22.8% | -22.6% |
| 3M | -37.5% | -12.6% | -24.9% | -31.7% |
| 6M | -44.1% | +21.1% | -65.2% | -52.7% |
| YTD | -52.0% | +33.2% | -85.2% | -62.6% |
| 1Y | -52.2% | +67.8% | -120.0% | -70.0% |
| All | -24.1% | +36.7% | -60.8% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 3y: compounded portfolio wealth divided by compounded KNX 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…
3y analysis · Full analysis span regression · 6 months rolling