-84.3%
OPEN vs KEEL
-34.6%
-49.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.8% | -4.1% | -1.8% |
| 7D | -11.4% | +2.9% | -14.3% | -12.5% |
| 30D | -20.1% | +0.8% | -20.9% | -21.4% |
| 3M | -37.6% | -35.3% | -2.3% | -30.6% |
| 6M | -47.1% | +59.4% | -106.4% | -60.8% |
| YTD | -52.1% | +51.9% | -104.1% | -65.1% |
| 1Y | -73.5% | +75.0% | -148.5% | -83.7% |
| 3Y | -24.4% | +224.5% | -248.9% | -74.4% |
| All | -84.3% | -34.6% | -49.7% | -91.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling