+2,771.1%
NOW vs KRE
+280.2%
+2,490.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.2% |
| 7D | -2.4% | +1.3% | -3.7% | -2.9% |
| 30D | +20.5% | -2.7% | +23.2% | +21.6% |
| 3M | +18.3% | +8.2% | +10.2% | +14.6% |
| 6M | +24.1% | +12.8% | +11.2% | +17.6% |
| YTD | -7.8% | +17.5% | -25.3% | -14.5% |
| 1Y | -21.4% | +16.6% | -38.0% | -27.1% |
| 3Y | +19.5% | +79.5% | -59.9% | -8.9% |
| 5Y | +4.1% | +32.4% | -28.3% | -10.9% |
| 10Y | +826.4% | +124.1% | +702.3% | +416.5% |
| All | +2,771.1% | +280.2% | +2,490.9% | +1,043.5% |
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 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