+719.5%
KR vs NVMI
+1,965.6%
-1,246.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | +2.7% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | +5.1% | -8.4% | +13.4% | +5.2% |
| 3M | -8.2% | -33.6% | +25.4% | -7.6% |
| 6M | -18.0% | -14.7% | -3.3% | -18.0% |
| YTD | -4.8% | +13.2% | -18.0% | -5.4% |
| 1Y | -11.0% | +29.0% | -40.0% | -12.0% |
| 3Y | +37.7% | +215.0% | -177.3% | +32.0% |
| 5Y | +52.8% | +268.6% | -215.8% | +45.0% |
| 10Y | +128.8% | +3,124.7% | -2,995.9% | +101.5% |
| All | +719.5% | +1,965.6% | -1,246.2% | +528.2% |
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