+1,119.4%
NBIS vs KDP
-6.9%
+1,126.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -0.1% | +7.8% | +7.7% |
| 7D | +22.2% | +2.1% | +20.2% | +23.4% |
| 30D | +29.7% | +8.5% | +21.3% | +34.9% |
| 3M | +11.9% | +6.6% | +5.3% | +16.4% |
| 6M | +173.0% | +17.1% | +155.9% | +195.9% |
| YTD | +191.4% | +19.0% | +172.3% | +219.7% |
| 1Y | +280.7% | +21.8% | +258.9% | +320.5% |
| All | +1,119.4% | -6.9% | +1,126.3% | +1,112.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling