-84.0%
OPEN vs KEY
+40.7%
-124.7%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.4% | +0.4% |
| 7D | -4.3% | +2.2% | -6.5% | -5.8% |
| 30D | -16.2% | -3.0% | -13.2% | -14.3% |
| 3M | -36.4% | +3.3% | -39.7% | -37.9% |
| 6M | -35.5% | +9.2% | -44.6% | -39.9% |
| YTD | -46.0% | +10.6% | -56.6% | -50.3% |
| 1Y | -47.1% | +20.4% | -67.5% | -54.5% |
| 3Y | -19.0% | +121.8% | -140.9% | -55.9% |
| All | -84.0% | +40.7% | -124.7% | -86.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling