-24.4%
OPEN vs KEYS
+154.3%
-178.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.0% | -4.3% | -3.2% |
| 7D | -11.4% | +3.5% | -14.9% | -13.7% |
| 30D | -20.1% | -4.5% | -15.6% | -17.8% |
| 3M | -37.6% | -0.4% | -37.2% | -39.0% |
| 6M | -47.1% | +19.1% | -66.2% | -56.3% |
| YTD | -52.1% | +66.7% | -118.8% | -72.2% |
| 1Y | -73.5% | +96.5% | -169.9% | -87.0% |
| 3Y | -24.4% | +155.2% | -179.5% | -76.7% |
| All | -24.4% | +154.3% | -178.7% | -76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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