+66.5%
KKR vs NVMI
+261.9%
-195.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.4% |
| 7D | -6.2% | -0.1% | -6.1% | -6.1% |
| 30D | -8.9% | -8.4% | -0.5% | -6.2% |
| 3M | +6.3% | -33.6% | +39.8% | +21.4% |
| 6M | +16.5% | -14.7% | +31.1% | +17.3% |
| YTD | -20.3% | +13.2% | -33.5% | -29.6% |
| 1Y | -29.8% | +29.0% | -58.8% | -42.5% |
| 3Y | +63.2% | +215.0% | -151.8% | -22.9% |
| All | +66.5% | +261.9% | -195.4% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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