+5,059.0%
NI vs KEY
+1,050.5%
+4,008.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | +2.0% | +2.2% | -0.2% | +1.6% |
| 30D | -3.5% | -3.0% | -0.5% | -3.1% |
| 3M | -9.1% | +3.3% | -12.5% | -9.7% |
| 6M | -11.8% | +9.2% | -21.0% | -13.3% |
| YTD | +1.1% | +10.6% | -9.6% | -0.9% |
| 1Y | +6.7% | +20.4% | -13.7% | +2.9% |
| 3Y | +71.1% | +121.8% | -50.8% | +45.9% |
| 5Y | +94.3% | +41.1% | +53.2% | +73.4% |
| 10Y | +135.8% | +168.5% | -32.8% | +77.5% |
| All | +5,059.0% | +1,050.5% | +4,008.4% | +2,487.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling