-26.0%
NOW vs KEY
+12.4%
-38.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.7% | -3.2% | -5.2% |
| 7D | -6.7% | -2.5% | -4.2% | -6.0% |
| 30D | -25.8% | +4.1% | -29.9% | -26.7% |
| 3M | -12.7% | -8.4% | -4.3% | -10.8% |
| 6M | +11.2% | -2.3% | +13.5% | +11.2% |
| YTD | -33.2% | +4.6% | -37.7% | -34.9% |
| 1Y | -41.8% | +24.6% | -66.4% | -46.2% |
| 3Y | -15.7% | +112.8% | -128.4% | -34.5% |
| 5Y | -26.0% | +12.9% | -39.0% | -26.6% |
| All | -26.0% | +12.4% | -38.4% | -26.6% |
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