+155.3%
NOW vs KEEL
+280.1%
-124.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.3% | +7.3% | +0.5% |
| 7D | -9.9% | +2.7% | -12.6% | -10.1% |
| 30D | +2.8% | +4.6% | -1.7% | +2.1% |
| 3M | +23.7% | -34.5% | +58.2% | +25.5% |
| 6M | +12.5% | +59.3% | -46.8% | +5.9% |
| YTD | -14.4% | +46.4% | -60.8% | -19.5% |
| 1Y | -29.0% | +96.6% | -125.6% | -36.0% |
| 3Y | +9.3% | +182.0% | -172.7% | -9.9% |
| 5Y | +1.2% | -38.2% | +39.5% | -14.6% |
| All | +155.3% | +280.1% | -124.8% | +94.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 10y: compounded portfolio wealth divided by compounded KEEL 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…
10y analysis · Full analysis span regression · 6 months rolling