+485.4%
NVDA vs KDP
+17.8%
+467.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.8% | -5.1% | -4.3% |
| 7D | -11.6% | +0.3% | -11.9% | -11.5% |
| 30D | -22.1% | +16.3% | -38.4% | -22.0% |
| 3M | -20.1% | +24.0% | -44.1% | -20.2% |
| 6M | -16.8% | +30.0% | -46.8% | -17.2% |
| YTD | -4.0% | +36.1% | -40.1% | -4.9% |
| 1Y | -4.8% | +46.8% | -51.6% | -6.5% |
| 3Y | +281.7% | +30.5% | +251.2% | +263.7% |
| 5Y | +485.4% | +17.9% | +467.5% | +514.8% |
| All | +485.4% | +17.8% | +467.6% | +514.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 KDP 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