+1,972.6%
NOW vs KRE
+266.8%
+1,705.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -3.0% | +0.3% | -3.3% | -3.1% |
| 30D | -26.0% | +4.8% | -30.8% | -27.4% |
| 3M | -13.1% | -5.1% | -8.0% | -11.5% |
| 6M | +14.5% | +3.3% | +11.2% | +12.6% |
| YTD | -33.4% | +13.3% | -46.8% | -37.5% |
| 1Y | -40.6% | +22.9% | -63.5% | -46.1% |
| 3Y | -16.3% | +82.1% | -98.4% | -36.6% |
| 5Y | -26.3% | +11.0% | -37.4% | -32.5% |
| 10Y | +512.7% | +115.7% | +397.0% | +246.8% |
| All | +1,972.6% | +266.8% | +1,705.8% | +736.2% |
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