+1,022.8%
NBIS vs KKR
-26.8%
+1,049.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.7% |
| 7D | -0.8% | -6.2% | +5.4% | +3.0% |
| 30D | -13.4% | -8.9% | -4.5% | -8.9% |
| 3M | +1.0% | +6.3% | -5.2% | -3.4% |
| 6M | +100.5% | +16.5% | +84.0% | +77.6% |
| YTD | +168.3% | -20.3% | +188.5% | +204.8% |
| 1Y | +151.8% | -29.8% | +181.6% | +208.7% |
| All | +1,022.8% | -26.8% | +1,049.5% | +1,186.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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