+37.7%
KR vs NVT
+190.9%
-153.2%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.6% | -1.9% | +3.3% |
| 7D | -0.2% | +4.1% | -4.2% | +0.3% |
| 30D | +5.1% | -5.1% | +10.2% | +4.5% |
| 3M | -8.2% | -1.2% | -7.0% | -7.7% |
| 6M | -18.0% | +46.6% | -64.6% | -14.5% |
| YTD | -4.8% | +60.0% | -64.8% | 0.0% |
| 1Y | -11.0% | +70.8% | -81.8% | -6.1% |
| 3Y | +37.7% | +187.5% | -149.9% | +47.2% |
| All | +37.7% | +190.9% | -153.2% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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