-20.1%
NVDL vs KR
+10.2%
-30.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +3.2% | -9.3% | -3.2% |
| 7D | -14.0% | +6.1% | -20.1% | -9.1% |
| 30D | -31.2% | +17.3% | -48.5% | -20.1% |
| 3M | -15.5% | +20.2% | -35.7% | +1.1% |
| 6M | -10.3% | +3.3% | -13.6% | -2.4% |
| YTD | -5.8% | +12.3% | -18.1% | +8.8% |
| 1Y | -20.1% | +10.6% | -30.7% | -8.6% |
| All | -20.1% | +10.2% | -30.3% | -8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling