-94.7%
OPEN vs KEY
+12.7%
-107.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.5% | -9.0% | -9.1% |
| 7D | -31.0% | +1.8% | -32.8% | -31.9% |
| 30D | -41.5% | +7.1% | -48.6% | -44.3% |
| 3M | -64.6% | -5.9% | -58.7% | -62.8% |
| 6M | -73.8% | +2.2% | -76.0% | -74.2% |
| YTD | -78.8% | +6.4% | -85.2% | -79.9% |
| 1Y | -86.8% | +24.8% | -111.6% | -89.0% |
| 3Y | -40.6% | +125.2% | -165.9% | -68.3% |
| 5Y | -94.7% | +13.0% | -107.6% | -95.3% |
| All | -94.7% | +12.7% | -107.3% | -95.3% |
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