+2,771.1%
NOW vs KEY
+367.6%
+2,403.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.2% | -3.1% |
| 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% | +16.8% |
| 6M | +24.1% | +9.2% | +14.9% | +20.1% |
| YTD | -7.8% | +10.6% | -18.4% | -11.4% |
| 1Y | -21.4% | +20.4% | -41.8% | -26.4% |
| 3Y | +19.5% | +121.8% | -102.3% | -8.3% |
| 5Y | +4.1% | +41.1% | -37.0% | -12.0% |
| 10Y | +826.4% | +168.5% | +657.9% | +396.7% |
| All | +2,771.1% | +367.6% | +2,403.6% | +1,160.3% |
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