-32.8%
OPEN vs KEY
+127.4%
-160.2%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.7% | +3.8% |
| 7D | -31.1% | -0.5% | -30.6% | -30.5% |
| 30D | -34.7% | +6.7% | -41.4% | -38.1% |
| 3M | -61.9% | -4.6% | -57.3% | -60.2% |
| 6M | -71.9% | +2.6% | -74.4% | -72.4% |
| YTD | -76.6% | +7.0% | -83.5% | -78.1% |
| 1Y | -83.9% | +23.5% | -107.4% | -86.8% |
| All | -32.8% | +127.4% | -160.2% | -74.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling