-30.7%
NKTR vs VT
+345.0%
-375.7%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -4.1% | -2.0% | -0.8% |
| 7D | -7.7% | -4.2% | -3.6% | -2.5% |
| 30D | -9.4% | -5.8% | -3.6% | -2.1% |
| 3M | -50.5% | -5.2% | -45.3% | -47.0% |
| 6M | -57.0% | +0.1% | -57.2% | -57.3% |
| YTD | -14.5% | +8.2% | -22.7% | -23.2% |
| 1Y | -33.4% | +10.1% | -43.5% | -41.3% |
| 3Y | +338.2% | +69.7% | +268.5% | +140.6% |
| 5Y | -82.1% | +53.4% | -135.5% | -88.2% |
| 10Y | -80.4% | +219.2% | -299.6% | -94.5% |
| All | -30.7% | +345.0% | -375.7% | -87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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