+649.9%
NVDL vs KR
+33.5%
+616.4%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.9% | +1.8% |
| 7D | -10.3% | -0.2% | -10.2% | -10.5% |
| 30D | -7.1% | +5.1% | -12.2% | -3.4% |
| 3M | +6.6% | -8.2% | +14.7% | +2.5% |
| 6M | +21.1% | -18.0% | +39.1% | +9.8% |
| YTD | +15.2% | -4.8% | +20.0% | +15.9% |
| 1Y | +18.8% | -11.0% | +29.8% | +15.7% |
| 3Y | +649.9% | +37.7% | +612.2% | +795.9% |
| All | +649.9% | +33.5% | +616.4% | +795.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling