-93.6%
OPEN vs KEY
+11.7%
-105.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.8% | -0.5% | -21.3% | -21.4% |
| 7D | -22.2% | -1.3% | -20.9% | -21.1% |
| 30D | -38.3% | +5.1% | -43.5% | -40.5% |
| 3M | -59.4% | -7.1% | -52.3% | -56.9% |
| 6M | -74.4% | -4.4% | -70.0% | -73.4% |
| YTD | -76.0% | +4.0% | -80.0% | -76.8% |
| 1Y | -78.7% | +23.4% | -102.1% | -82.0% |
| 3Y | -30.0% | +113.9% | -143.9% | -61.2% |
| All | -93.6% | +11.7% | -105.3% | -94.4% |
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 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