+28.0%
NBIS vs KEY
+29.6%
-1.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.5% | -8.2% | -7.4% |
| 7D | -22.4% | +1.7% | -24.0% | -23.1% |
| 30D | -39.1% | +6.8% | -45.9% | -41.4% |
| 3M | -37.3% | -5.8% | -31.5% | -34.8% |
| 6M | -19.8% | +1.4% | -21.2% | -20.6% |
| YTD | +69.1% | +7.5% | +61.6% | +56.6% |
| 1Y | +28.0% | +29.6% | -1.6% | +0.1% |
| All | +28.0% | +29.6% | -1.6% | +0.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling