+673.5%
NBIS vs KDP
+10.2%
+663.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +1.8% | +13.7% | +16.5% |
| 7D | +9.3% | +4.0% | +5.3% | +11.8% |
| 30D | -26.4% | +16.8% | -43.2% | -18.9% |
| 3M | -19.9% | +32.0% | -52.0% | -5.9% |
| 6M | -16.9% | +35.2% | -52.0% | -0.6% |
| YTD | +84.8% | +40.9% | +43.9% | +125.9% |
| 1Y | +51.3% | +47.7% | +3.7% | +88.2% |
| All | +673.5% | +10.2% | +663.2% | +757.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling