+28.0%
NBIS vs KDP
+41.3%
-13.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +5.9% | -12.6% | -1.7% |
| 7D | -22.4% | +5.3% | -27.7% | -18.1% |
| 30D | -39.1% | +19.1% | -58.2% | -29.5% |
| 3M | -37.3% | +19.2% | -56.5% | -27.7% |
| 6M | -19.8% | +29.3% | -49.1% | +0.1% |
| YTD | +69.1% | +35.5% | +33.5% | +117.3% |
| 1Y | +28.0% | +43.5% | -15.4% | +73.9% |
| All | +28.0% | +41.3% | -13.3% | +73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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