+155.2%
KEYS vs NBIX
+43.8%
+111.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.0% |
| 7D | +3.5% | +0.4% | +3.1% | +3.4% |
| 30D | -4.5% | -0.2% | -4.3% | -4.5% |
| 3M | -0.4% | -4.0% | +3.6% | -0.3% |
| 6M | +19.1% | +20.6% | -1.5% | +11.7% |
| YTD | +66.7% | +10.1% | +56.5% | +59.9% |
| 1Y | +96.5% | +8.8% | +87.7% | +88.8% |
| 3Y | +155.2% | +42.5% | +112.7% | +127.5% |
| All | +155.2% | +43.8% | +111.3% | +127.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 NBIX 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