-86.1%
OPEN vs KEY
+25.9%
-112.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.6% | -4.3% | -4.2% |
| 7D | -15.0% | +2.9% | -17.9% | -17.0% |
| 30D | -40.2% | +8.4% | -48.6% | -43.4% |
| 3M | -67.4% | -5.8% | -61.6% | -65.9% |
| 6M | -74.0% | +5.4% | -79.5% | -74.8% |
| YTD | -79.6% | +7.1% | -86.6% | -81.0% |
| 1Y | -86.1% | +26.8% | -112.9% | -90.0% |
| All | -86.1% | +25.9% | -112.0% | -90.0% |
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