-40.6%
NOW vs KEY
+24.1%
-64.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.5% |
| 7D | -3.0% | -1.3% | -1.7% | -3.1% |
| 30D | -26.0% | +5.1% | -31.2% | -25.5% |
| 3M | -13.1% | -7.1% | -6.0% | -14.2% |
| 6M | +14.5% | -4.4% | +18.9% | +13.9% |
| YTD | -33.4% | +4.0% | -37.5% | -35.5% |
| 1Y | -40.6% | +23.4% | -64.0% | -46.9% |
| All | -40.6% | +24.1% | -64.7% | -46.9% |
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