+1,978.3%
NOW vs KR
+702.9%
+1,275.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.4% |
| 7D | +0.3% | +4.6% | -4.3% | -0.2% |
| 30D | -27.0% | +12.2% | -39.2% | -28.0% |
| 3M | -19.6% | +24.6% | -44.2% | -21.8% |
| 6M | +17.5% | +8.2% | +9.3% | +16.0% |
| YTD | -33.3% | +15.3% | -48.5% | -34.6% |
| 1Y | -39.8% | +9.8% | -49.6% | -40.7% |
| 3Y | -19.9% | +71.4% | -91.3% | -26.8% |
| 5Y | -26.1% | +85.1% | -111.1% | -33.9% |
| 10Y | +518.7% | +159.4% | +359.4% | +409.0% |
| All | +1,978.3% | +702.9% | +1,275.3% | +1,181.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling