-72.2%
OPEN vs KNX
+79.3%
-151.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.8% | +0.5% | -0.2% |
| 7D | -2.9% | +2.3% | -5.2% | -4.7% |
| 30D | -13.8% | +0.5% | -14.3% | -14.4% |
| 3M | -30.9% | -14.1% | -16.7% | -23.0% |
| 6M | -40.9% | +19.8% | -60.7% | -50.1% |
| YTD | -48.5% | +32.7% | -81.3% | -60.4% |
| 1Y | -50.9% | +62.3% | -113.2% | -68.6% |
| 3Y | -20.6% | +36.8% | -57.5% | -42.1% |
| 5Y | -84.2% | +41.8% | -125.9% | -88.0% |
| All | -72.2% | +79.3% | -151.5% | -79.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling