+16.8%
NXPI vs KR
+41.9%
-25.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.5% |
| 7D | +0.7% | -2.7% | +3.3% | +0.4% |
| 30D | -4.2% | +1.9% | -6.1% | -4.0% |
| 3M | -20.4% | -11.0% | -9.4% | -21.1% |
| 6M | +12.5% | -20.2% | +32.7% | +10.8% |
| YTD | +5.2% | -7.3% | +12.5% | +4.6% |
| 1Y | +5.1% | -13.1% | +18.2% | +4.3% |
| 3Y | +17.7% | +29.7% | -12.1% | +13.5% |
| 5Y | +16.8% | +48.8% | -31.9% | +10.0% |
| All | +16.8% | +41.9% | -25.1% | +10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling