-71.4%
OPEN vs KEY
+29.6%
-101.0%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +1.5% | +12.3% | +12.7% |
| 7D | +3.7% | +1.7% | +2.0% | +2.6% |
| 30D | -14.3% | +6.8% | -21.1% | -18.1% |
| 3M | -51.9% | -5.8% | -46.1% | -49.9% |
| 6M | -61.4% | +1.4% | -62.8% | -61.5% |
| YTD | -66.0% | +7.5% | -73.5% | -67.7% |
| 1Y | -71.4% | +29.6% | -101.0% | -75.8% |
| All | -71.4% | +29.6% | -101.0% | -75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 1y: compounded portfolio wealth divided by compounded KEY 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…
1y analysis · Full analysis span regression · 6 months rolling