+27.2%
NPKI vs SPY
+307.0%
-279.8%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -1.9% |
| 7D | +4.5% | +2.6% | +1.9% | +1.3% |
| 30D | -17.5% | -2.0% | -15.5% | -15.1% |
| 3M | -34.8% | -2.8% | -32.0% | -32.3% |
| 6M | -42.1% | +2.1% | -44.3% | -43.5% |
| YTD | -24.2% | +11.5% | -35.7% | -33.6% |
| 1Y | -24.9% | +13.5% | -38.3% | -35.5% |
| 3Y | +28.3% | +77.7% | -49.4% | -36.4% |
| 5Y | +172.8% | +72.6% | +100.2% | +37.7% |
| All | +27.2% | +307.0% | -279.8% | -79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 10y: compounded portfolio wealth divided by compounded SPY 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…
10y analysis · Full analysis span regression · 6 months rolling