-10.8%
NVTS vs KEY
+29.6%
-40.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.5% | +7.5% | +7.6% |
| 7D | -0.3% | +1.7% | -2.0% | -1.9% |
| 30D | -24.4% | +6.8% | -31.2% | -29.1% |
| 3M | -26.5% | -5.8% | -20.7% | -22.0% |
| 6M | -41.4% | +1.4% | -42.8% | -42.6% |
| YTD | +30.7% | +7.5% | +23.2% | +20.8% |
| 1Y | -10.8% | +29.6% | -40.4% | -18.7% |
| All | -10.8% | +29.6% | -40.4% | -18.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling