+506.3%
NOW vs KRE
+98.5%
+407.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.9% |
| 7D | -8.7% | +0.3% | -9.0% | -8.8% |
| 30D | -29.3% | +5.9% | -35.2% | -30.6% |
| 3M | -21.8% | -3.3% | -18.5% | -21.1% |
| 6M | +9.2% | +5.8% | +3.4% | +7.0% |
| YTD | -35.0% | +14.7% | -49.7% | -38.5% |
| 1Y | -42.5% | +22.0% | -64.5% | -46.8% |
| 3Y | -21.5% | +91.6% | -113.1% | -38.4% |
| 5Y | -25.8% | +13.0% | -38.7% | -31.6% |
| 10Y | +506.3% | +94.0% | +412.4% | +353.4% |
| All | +506.3% | +98.5% | +407.8% | +353.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling