-83.6%
OPEN vs KEY
+22.3%
-105.8%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.3% | -6.8% | -6.8% |
| 7D | -24.7% | +0.5% | -25.2% | -24.7% |
| 30D | -41.0% | +6.9% | -47.9% | -43.5% |
| 3M | -62.4% | -5.0% | -57.3% | -60.9% |
| 6M | -73.9% | +0.7% | -74.6% | -73.8% |
| YTD | -77.5% | +6.5% | -84.0% | -78.5% |
| 1Y | -83.6% | +22.6% | -106.2% | -86.4% |
| All | -83.6% | +22.3% | -105.8% | -86.4% |
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