+1,988.6%
NOW vs KRE
+273.1%
+1,715.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -1.0% | +0.1% |
| 7D | -3.1% | -0.4% | -2.7% | -2.9% |
| 30D | -27.0% | +6.4% | -33.5% | -28.9% |
| 3M | -17.7% | -3.1% | -14.6% | -16.9% |
| 6M | +12.7% | +6.4% | +6.3% | +9.6% |
| YTD | -32.9% | +15.3% | -48.2% | -37.4% |
| 1Y | -40.4% | +23.3% | -63.6% | -45.9% |
| 3Y | -17.1% | +93.6% | -110.7% | -38.7% |
| 5Y | -25.7% | +13.2% | -38.9% | -32.4% |
| 10Y | +504.6% | +103.1% | +401.5% | +262.1% |
| All | +1,988.6% | +273.1% | +1,715.5% | +737.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling