+133.5%
KEY vs NVDX
+376.7%
-243.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -9.0% | +8.5% | +0.1% |
| 7D | +1.8% | -17.5% | +19.3% | +3.0% |
| 30D | +7.1% | -49.2% | +56.4% | +11.9% |
| 3M | -5.9% | -49.3% | +43.4% | -2.0% |
| 6M | +2.2% | -52.0% | +54.2% | +6.3% |
| YTD | +6.4% | -39.1% | +45.5% | +7.9% |
| 1Y | +24.8% | -45.8% | +70.5% | +27.3% |
| 3Y | +125.2% | +281.3% | -156.1% | +98.7% |
| All | +133.5% | +376.7% | -243.2% | +97.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling