+352.4%
NKSH price history and return analytics
+356.5%
-4.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | +0.2% | +2.4% | -2.2% | -1.5% |
| 30D | -8.6% | -1.5% | -7.1% | -7.7% |
| 3M | -7.9% | -4.1% | -3.8% | -5.3% |
| 6M | +14.0% | +0.6% | +13.4% | +13.0% |
| YTD | +19.6% | +11.0% | +8.5% | +10.4% |
| 1Y | +36.9% | +13.3% | +23.6% | +24.6% |
| 3Y | +79.0% | +73.4% | +5.6% | +21.9% |
| 5Y | +33.3% | +57.4% | -24.1% | -5.1% |
| 10Y | +63.4% | +221.7% | -158.3% | -27.7% |
| All | +352.4% | +356.5% | -4.1% | +58.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling