+26.8%
KEY vs NVDX
-46.3%
+73.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.0% | +4.6% | +0.8% |
| 7D | +2.9% | -24.7% | +27.7% | +3.9% |
| 30D | +8.4% | -48.2% | +56.6% | +10.9% |
| 3M | -5.8% | -51.9% | +46.1% | -3.4% |
| 6M | +5.4% | -55.6% | +61.1% | +8.4% |
| YTD | +7.1% | -41.5% | +48.6% | +5.8% |
| 1Y | +26.8% | -44.0% | +70.8% | +26.1% |
| All | +26.8% | -46.3% | +73.1% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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