+133.4%
KR vs NBIX
+219.9%
-86.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.7% |
| 7D | -0.2% | +0.4% | -0.5% | -0.2% |
| 30D | +5.1% | -0.2% | +5.2% | +5.1% |
| 3M | -8.2% | -4.0% | -4.2% | -8.1% |
| 6M | -18.0% | +20.6% | -38.6% | -18.1% |
| YTD | -4.8% | +10.1% | -14.9% | -4.8% |
| 1Y | -11.0% | +8.8% | -19.8% | -11.1% |
| 3Y | +37.7% | +42.5% | -4.8% | +36.4% |
| 5Y | +52.8% | +61.5% | -8.7% | +50.9% |
| All | +133.4% | +219.9% | -86.5% | +116.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 10y: compounded portfolio wealth divided by compounded NBIX 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…
10y analysis · Full analysis span regression · 6 months rolling