+433.6%
NPKI vs SPY
+81.0%
+352.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | +1.9% | -0.4% | +2.2% | +2.2% |
| 30D | -0.2% | -1.4% | +1.2% | +1.2% |
| 3M | -8.8% | +3.7% | -12.5% | -12.1% |
| 6M | -2.7% | +13.0% | -15.7% | -14.0% |
| YTD | +13.3% | +12.4% | +0.9% | +0.9% |
| 1Y | +29.4% | +18.5% | +10.9% | +9.6% |
| 3Y | +119.5% | +77.6% | +41.9% | +30.9% |
| 5Y | +433.6% | +81.7% | +351.9% | +203.7% |
| All | +433.6% | +81.0% | +352.6% | +203.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling