+2.6%
NOW vs KRE
+32.0%
-29.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.3% | -3.7% | -4.5% |
| 7D | -6.1% | +2.3% | -8.4% | -7.0% |
| 30D | +7.5% | -2.5% | +10.0% | +8.5% |
| 3M | +17.5% | +6.2% | +11.3% | +14.4% |
| 6M | +7.9% | +15.8% | -7.9% | +0.7% |
| YTD | -12.4% | +16.0% | -28.4% | -18.9% |
| 1Y | -28.6% | +16.2% | -44.7% | -34.1% |
| 3Y | +11.8% | +86.4% | -74.6% | -20.1% |
| 5Y | +2.6% | +33.0% | -30.3% | -4.0% |
| All | +2.6% | +32.0% | -29.3% | -4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling