+1,632.8%
KKR vs NVMI
+7,462.6%
-5,829.8%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -2.4% |
| 7D | -8.1% | +3.8% | -11.9% | -9.4% |
| 30D | -9.1% | -7.6% | -1.5% | -6.9% |
| 3M | +6.4% | -28.0% | +34.4% | +16.9% |
| 6M | +12.6% | -15.3% | +27.9% | +14.3% |
| YTD | -20.4% | +11.5% | -31.9% | -27.7% |
| 1Y | -27.1% | +31.6% | -58.7% | -38.7% |
| 3Y | +63.8% | +207.0% | -143.1% | -6.4% |
| 5Y | +67.6% | +262.8% | -195.2% | -11.7% |
| 10Y | +702.6% | +3,074.6% | -2,372.0% | +98.1% |
| All | +1,632.8% | +7,462.6% | -5,829.8% | +248.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling