-24.1%
OPEN vs KEEL
+186.7%
-210.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -7.3% | +0.6% | -4.5% |
| 7D | -10.5% | +2.7% | -13.2% | -11.4% |
| 30D | -21.8% | +4.6% | -26.3% | -23.7% |
| 3M | -37.5% | -34.5% | -3.0% | -32.0% |
| 6M | -44.1% | +59.3% | -103.4% | -55.9% |
| YTD | -52.0% | +46.4% | -98.4% | -62.1% |
| 1Y | -52.2% | +96.6% | -148.8% | -68.3% |
| All | -24.1% | +186.7% | -210.8% | -65.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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