-87.4%
OPEN vs KEY
+116.5%
-203.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.5% | +3.7% | +3.9% |
| 7D | -31.1% | -0.5% | -30.6% | -30.7% |
| 30D | -34.7% | +6.7% | -41.4% | -36.9% |
| 3M | -61.9% | -4.6% | -57.3% | -60.7% |
| 6M | -71.9% | +2.6% | -74.4% | -72.2% |
| YTD | -76.6% | +7.0% | -83.5% | -77.5% |
| 1Y | -83.9% | +23.5% | -107.4% | -85.8% |
| 3Y | -34.4% | +126.4% | -160.8% | -56.9% |
| 5Y | -93.9% | +13.0% | -107.0% | -95.2% |
| All | -87.4% | +116.5% | -203.9% | -88.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling