+115.3%
NPK price history and return analytics
+66.2%
+49.1%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.5% |
| 7D | -0.3% | +1.0% | -1.3% | -0.9% |
| 30D | +6.2% | -0.2% | +6.4% | +6.3% |
| 3M | +12.7% | +4.5% | +8.1% | +9.4% |
| 6M | +7.4% | +14.1% | -6.7% | -1.3% |
| YTD | +38.2% | +14.8% | +23.5% | +26.5% |
| 1Y | +35.1% | +21.2% | +13.9% | +19.4% |
| 3Y | +120.0% | +76.6% | +43.4% | +56.0% |
| 5Y | +115.3% | +66.6% | +48.7% | +55.0% |
| All | +115.3% | +66.2% | +49.1% | +55.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling