-40.7%
NOW vs KRE
+22.7%
-63.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -1.0% | +0.9% |
| 7D | -3.1% | -0.4% | -2.7% | -3.1% |
| 30D | -27.0% | +6.4% | -33.5% | -26.8% |
| 3M | -17.7% | -3.1% | -14.6% | -18.0% |
| 6M | +12.7% | +6.4% | +6.3% | +13.7% |
| YTD | -32.9% | +15.3% | -48.2% | -33.0% |
| All | -40.7% | +22.7% | -63.4% | -42.5% |
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