+583.4%
NVO vs KKR
+1,586.8%
-1,003.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | -7.6% | -6.2% | -1.4% | -6.1% |
| 30D | -6.0% | -8.9% | +2.9% | -3.8% |
| 3M | -0.8% | +6.3% | -7.0% | -2.7% |
| 6M | +16.5% | +16.5% | 0.0% | +11.4% |
| YTD | -11.1% | -20.3% | +9.1% | -6.4% |
| 1Y | -16.7% | -29.8% | +13.1% | -9.9% |
| 3Y | -52.9% | +63.2% | -116.1% | -59.4% |
| 5Y | -3.0% | +68.0% | -70.9% | -19.4% |
| 10Y | +147.1% | +704.3% | -557.2% | +34.5% |
| All | +583.4% | +1,586.8% | -1,003.4% | +164.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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