+2,490.2%
NVDL vs KR
+35.9%
+2,454.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.7% | -2.9% | +1.5% |
| 7D | -10.3% | -0.2% | -10.2% | -10.4% |
| 30D | -7.1% | +5.1% | -12.2% | -3.9% |
| 3M | +6.6% | -8.2% | +14.7% | +3.2% |
| 6M | +21.1% | -18.0% | +39.1% | +11.7% |
| YTD | +15.2% | -4.8% | +20.0% | +15.7% |
| 1Y | +18.8% | -11.0% | +29.8% | +16.4% |
| 3Y | +649.9% | +37.7% | +612.2% | +719.7% |
| All | +2,490.2% | +35.9% | +2,454.2% | +2,679.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling