+12.9%
NVDX vs KIM
+9.4%
+3.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.3% | -5.2% |
| 7D | -8.6% | -1.5% | -7.2% | -9.6% |
| 30D | -1.4% | -1.7% | +0.2% | -2.4% |
| 3M | +10.6% | -7.1% | +17.8% | +6.2% |
| 6M | +20.2% | +2.9% | +17.3% | +19.3% |
| YTD | +11.8% | +18.8% | -7.0% | +27.0% |
| 1Y | +12.9% | +9.4% | +3.5% | +28.8% |
| All | +12.9% | +9.4% | +3.5% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 KIM 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