+2,494.8%
NVDL vs KDP
-9.6%
+2,504.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.9% | -2.8% | -5.5% |
| 7D | -8.7% | -4.3% | -4.4% | -10.4% |
| 30D | -1.3% | +7.8% | -9.1% | +2.0% |
| 3M | +11.4% | -0.1% | +11.4% | +12.0% |
| 6M | +22.9% | +14.0% | +8.9% | +30.6% |
| YTD | +15.4% | +15.1% | +0.4% | +23.7% |
| 1Y | +18.8% | +18.5% | +0.2% | +29.2% |
| 3Y | +641.4% | +2.9% | +638.5% | +741.0% |
| All | +2,494.8% | -9.6% | +2,504.3% | +3,415.4% |
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