+1,040.6%
NBIS vs KR
+4.5%
+1,036.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +0.9% | -6.0% | -4.3% |
| 7D | +8.3% | -2.7% | +11.0% | +5.9% |
| 30D | +18.1% | +1.9% | +16.1% | +20.6% |
| 3M | +7.8% | -11.0% | +18.8% | +2.8% |
| 6M | +136.6% | -20.2% | +156.8% | +112.6% |
| YTD | +172.5% | -7.3% | +179.8% | +172.0% |
| 1Y | +144.3% | -13.1% | +157.4% | +135.4% |
| All | +1,040.6% | +4.5% | +1,036.0% | +1,273.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 all: compounded portfolio wealth divided by compounded KR 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…
all analysis · Full analysis span regression · 6 months rolling