+26.9%
KRE vs NVDL
-23.5%
+50.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.1% | +7.8% | +1.8% |
| 7D | +2.8% | -14.0% | +16.8% | +3.1% |
| 30D | +5.3% | -31.2% | +36.5% | +6.2% |
| 3M | -4.2% | -15.5% | +11.3% | -4.0% |
| 6M | +8.7% | -10.3% | +19.0% | +8.2% |
| YTD | +16.4% | -5.8% | +22.2% | +13.7% |
| 1Y | +26.9% | -20.1% | +47.0% | +24.9% |
| All | +26.9% | -23.5% | +50.3% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 1y: compounded portfolio wealth divided by compounded NVDL 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…
1y analysis · Full analysis span regression · 6 months rolling