+5,583.2%
NI vs KEY
+1,006.9%
+4,576.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +1.5% | +0.5% | +1.0% | +1.4% |
| 30D | +11.9% | +6.9% | +5.0% | +10.6% |
| 3M | +9.1% | -5.0% | +14.1% | +10.0% |
| 6M | -1.8% | +0.7% | -2.5% | -2.0% |
| YTD | +11.4% | +6.5% | +4.9% | +9.8% |
| 1Y | +6.4% | +22.6% | -16.2% | +2.3% |
| 3Y | +98.2% | +125.3% | -27.1% | +68.9% |
| 5Y | +110.1% | +13.9% | +96.1% | +94.7% |
| 10Y | +189.0% | +105.3% | +83.6% | +127.9% |
| All | +5,583.2% | +1,006.9% | +4,576.2% | +2,768.8% |
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