+29.5%
KR vs NVD
-99.1%
+128.7%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.5% | -3.6% | +0.7% |
| 7D | -2.7% | +9.0% | -11.7% | -3.1% |
| 30D | +1.9% | -5.5% | +7.4% | +2.1% |
| 3M | -11.0% | -24.6% | +13.6% | -10.0% |
| 6M | -20.2% | -42.1% | +21.9% | -18.5% |
| YTD | -7.3% | -44.3% | +37.1% | -5.4% |
| 1Y | -13.1% | -54.2% | +41.1% | -10.9% |
| 3Y | +29.7% | -99.1% | +128.8% | +48.5% |
| All | +29.5% | -99.1% | +128.7% | +48.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling