+37.7%
KR vs NVD
-99.1%
+136.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.3% | +2.5% | +2.7% |
| 7D | -0.2% | +10.8% | -11.0% | -0.7% |
| 30D | +5.1% | +0.8% | +4.3% | +4.9% |
| 3M | -8.2% | -20.8% | +12.7% | -7.3% |
| 6M | -18.0% | -41.2% | +23.2% | -16.3% |
| YTD | -4.8% | -44.2% | +39.4% | -2.8% |
| 1Y | -11.0% | -54.2% | +43.1% | -8.7% |
| 3Y | +37.7% | -99.1% | +136.8% | +59.3% |
| All | +37.7% | -99.1% | +136.8% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 3y: compounded portfolio wealth divided by compounded NVD 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…
3y analysis · Full analysis span regression · 6 months rolling