+41.5%
NU vs KR
+51.2%
-9.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.7% | -5.4% | -2.6% |
| 7D | -4.9% | -0.2% | -4.7% | -4.9% |
| 30D | +7.8% | +5.1% | +2.8% | +7.9% |
| 3M | +20.9% | -8.2% | +29.1% | +20.7% |
| 6M | +0.9% | -18.0% | +18.9% | +0.5% |
| YTD | -12.7% | -4.8% | -7.9% | -13.2% |
| 1Y | -6.4% | -11.0% | +4.6% | -6.8% |
| 3Y | +98.1% | +37.7% | +60.4% | +86.9% |
| All | +41.5% | +51.2% | -9.6% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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