+8.2%
NOW vs KR
+28.8%
-20.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -2.3% |
| 7D | -4.1% | -3.1% | -1.0% | -4.2% |
| 30D | +2.9% | +0.6% | +2.3% | +2.9% |
| 3M | +22.6% | -9.8% | +32.4% | +21.7% |
| 6M | +7.5% | -22.1% | +29.7% | +5.9% |
| YTD | -14.4% | -8.1% | -6.3% | -14.1% |
| 1Y | -29.8% | -14.7% | -15.1% | -30.2% |
| All | +8.2% | +28.8% | -20.6% | +4.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling