+0.4%
NVO vs KEY
+37.9%
-37.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.1% | -1.3% |
| 7D | -4.7% | -0.3% | -4.4% | -4.7% |
| 30D | -5.4% | -3.3% | -2.2% | -5.2% |
| 3M | +7.0% | -0.7% | +7.7% | +7.0% |
| 6M | +17.6% | +12.5% | +5.1% | +16.2% |
| YTD | -8.0% | +8.4% | -16.5% | -8.8% |
| 1Y | -13.8% | +18.4% | -32.3% | -15.2% |
| 3Y | -50.3% | +123.3% | -173.6% | -53.7% |
| All | +0.4% | +37.9% | -37.5% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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