+87.4%
NKSH price history and return analytics
+229.8%
-142.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | 0.0% | +0.1% |
| 7D | +1.8% | -1.1% | +2.9% | +2.8% |
| 30D | +0.5% | -1.0% | +1.5% | +1.3% |
| 3M | +18.7% | +3.2% | +15.5% | +15.1% |
| 6M | +17.5% | +12.5% | +5.1% | +5.2% |
| YTD | +30.5% | +14.1% | +16.5% | +15.3% |
| 1Y | +50.2% | +18.9% | +31.3% | +27.7% |
| 3Y | +98.3% | +74.1% | +24.2% | +20.7% |
| 5Y | +52.9% | +66.9% | -14.0% | -5.4% |
| All | +87.4% | +229.8% | -142.4% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling