-38.7%
NOW vs KRE
+27.2%
-65.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.2% |
| 7D | -27.5% | +2.8% | -30.3% | -27.3% |
| 30D | -20.0% | +5.3% | -25.4% | -19.8% |
| 3M | -7.9% | -4.2% | -3.7% | -8.3% |
| 6M | +18.3% | +8.7% | +9.6% | +19.6% |
| YTD | -29.0% | +16.4% | -45.3% | -29.2% |
| 1Y | -38.7% | +26.9% | -65.6% | -41.8% |
| All | -38.7% | +27.2% | -65.9% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 1y: compounded portfolio wealth divided by compounded KRE 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…
1y analysis · Full analysis span regression · 6 months rolling