+444.8%
NVDA vs KRE
+11.4%
+433.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.2% |
| 7D | -12.7% | +0.7% | -13.5% | -13.1% |
| 30D | -26.4% | +6.1% | -32.5% | -28.7% |
| 3M | -27.6% | -5.9% | -21.7% | -25.5% |
| 6M | -27.7% | +9.6% | -37.3% | -31.6% |
| YTD | -12.5% | +14.2% | -26.7% | -19.5% |
| 1Y | -12.6% | +22.5% | -35.1% | -22.9% |
| 3Y | +235.9% | +90.4% | +145.6% | +111.7% |
| All | +444.8% | +11.4% | +433.3% | +502.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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