+2,111.6%
NOW vs KEY
+354.3%
+1,757.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.7% |
| 7D | -27.5% | +1.7% | -29.2% | -28.0% |
| 30D | -20.0% | +6.8% | -26.8% | -21.6% |
| 3M | -7.9% | -5.8% | -2.1% | -6.6% |
| 6M | +18.3% | +1.4% | +16.9% | +17.0% |
| YTD | -29.0% | +7.5% | -36.5% | -31.3% |
| 1Y | -38.7% | +29.6% | -68.3% | -43.9% |
| 3Y | -10.3% | +118.8% | -129.1% | -30.8% |
| 5Y | -22.5% | +16.8% | -39.3% | -30.7% |
| 10Y | +553.8% | +133.0% | +420.8% | +278.7% |
| All | +2,111.6% | +354.3% | +1,757.3% | +877.1% |
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