+51.3%
NBIS vs KEY
+23.0%
+28.3%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.5% | +15.0% | +15.2% |
| 7D | +9.3% | -0.5% | +9.8% | +9.9% |
| 30D | -26.4% | +6.7% | -33.1% | -28.8% |
| 3M | -19.9% | -4.6% | -15.3% | -17.1% |
| 6M | -16.9% | +2.6% | -19.5% | -18.5% |
| YTD | +84.8% | +7.0% | +77.8% | +73.5% |
| 1Y | +51.3% | +23.5% | +27.9% | +34.9% |
| All | +51.3% | +23.0% | +28.3% | +34.9% |
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