-71.6%
OPEN vs KEEL
+978.0%
-1,049.6%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +7.5% | -10.0% | -4.5% |
| 7D | +1.0% | +21.5% | -20.5% | -4.3% |
| 30D | -11.9% | -3.9% | -8.0% | -12.2% |
| 3M | -28.8% | -34.1% | +5.3% | -23.5% |
| 6M | -38.6% | +82.8% | -121.4% | -51.3% |
| YTD | -47.3% | +58.7% | -106.1% | -57.5% |
| 1Y | -49.2% | +191.4% | -240.6% | -66.9% |
| 3Y | -18.8% | +205.7% | -224.5% | -54.4% |
| 5Y | -83.6% | -37.0% | -46.6% | -89.5% |
| All | -71.6% | +978.0% | -1,049.6% | -80.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling