+789.1%
NOW vs KEYS
+1,049.9%
-260.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.0% | -3.0% | -0.8% |
| 7D | -6.2% | +3.5% | -9.7% | -7.7% |
| 30D | +6.1% | -4.5% | +10.5% | +7.6% |
| 3M | +28.6% | -0.4% | +29.0% | +24.8% |
| 6M | +14.6% | +19.1% | -4.5% | -1.9% |
| YTD | -13.5% | +66.7% | -80.1% | -41.2% |
| 1Y | -29.4% | +96.5% | -125.8% | -57.1% |
| 3Y | +9.4% | +155.2% | -145.8% | -45.8% |
| 5Y | +2.3% | +88.0% | -85.7% | -38.8% |
| All | +789.1% | +1,049.9% | -260.8% | +79.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 10y: compounded portfolio wealth divided by compounded KEYS 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…
10y analysis · Full analysis span regression · 6 months rolling