-70.5%
NKTR vs VOO
+80.3%
-150.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -2.6% |
| 7D | -7.5% | -2.0% | -5.5% | -4.2% |
| 30D | -6.4% | -1.7% | -4.8% | -3.6% |
| 3M | +24.4% | +4.7% | +19.7% | +14.7% |
| 6M | -2.0% | +12.6% | -14.5% | -20.8% |
| YTD | +67.1% | +11.8% | +55.3% | +36.0% |
| 1Y | +46.6% | +17.5% | +29.1% | +9.4% |
| 3Y | +712.1% | +77.0% | +635.1% | +226.6% |
| 5Y | -70.5% | +82.6% | -153.0% | -88.1% |
| All | -70.5% | +80.3% | -150.8% | -88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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