+1,119.4%
NBIS vs KEY
+36.9%
+1,082.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.8% | +9.5% | +9.1% |
| 7D | +22.2% | +2.7% | +19.5% | +19.5% |
| 30D | +29.7% | -3.2% | +33.0% | +33.7% |
| 3M | +11.9% | +1.0% | +10.9% | +10.9% |
| 6M | +173.0% | +11.9% | +161.1% | +146.8% |
| YTD | +191.4% | +8.7% | +182.7% | +169.9% |
| 1Y | +280.7% | +18.5% | +262.2% | +226.7% |
| All | +1,119.4% | +36.9% | +1,082.5% | +757.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling