+1,022.8%
NBIS vs KVUE
-15.8%
+1,038.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -0.8% | -5.1% | +4.3% | -2.6% |
| 30D | -13.4% | -6.3% | -7.0% | -15.2% |
| 3M | +1.0% | -0.5% | +1.5% | +1.0% |
| 6M | +100.5% | +3.1% | +97.4% | +103.0% |
| YTD | +168.3% | +6.7% | +161.6% | +174.6% |
| 1Y | +151.8% | -1.1% | +152.9% | +163.0% |
| All | +1,022.8% | -15.8% | +1,038.5% | +1,029.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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