+6.8%
NOW vs KEY
+40.7%
-33.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.2% | -3.0% |
| 7D | -2.4% | +2.2% | -4.6% | -3.0% |
| 30D | +20.5% | -3.0% | +23.5% | +21.4% |
| 3M | +18.3% | +3.3% | +15.0% | +16.9% |
| 6M | +24.1% | +9.2% | +14.9% | +20.2% |
| YTD | -7.8% | +10.6% | -18.4% | -11.3% |
| 1Y | -21.4% | +20.4% | -41.8% | -26.4% |
| 3Y | +19.5% | +121.8% | -102.3% | -8.0% |
| All | +6.8% | +40.7% | -33.9% | +0.8% |
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 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