+780.0%
NOW vs KR
+123.5%
+656.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | 0.0% |
| 7D | -9.9% | -2.7% | -7.2% | -9.7% |
| 30D | +2.8% | +1.9% | +0.9% | +2.7% |
| 3M | +23.7% | -11.0% | +34.7% | +24.4% |
| 6M | +12.5% | -20.2% | +32.7% | +13.9% |
| YTD | -14.4% | -7.3% | -7.1% | -14.0% |
| 1Y | -29.0% | -13.1% | -15.9% | -28.5% |
| 3Y | +9.3% | +29.7% | -20.4% | +5.7% |
| 5Y | +1.2% | +48.8% | -47.5% | -3.6% |
| All | +780.0% | +123.5% | +656.5% | +745.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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