+19.4%
IVV vs NOK
+134.1%
-114.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.8% | -1.1% |
| 7D | +0.5% | +7.3% | -6.7% | -0.1% |
| 30D | -1.0% | +13.8% | -14.8% | -2.1% |
| 3M | +3.9% | -27.0% | +30.9% | +5.8% |
| 6M | +14.5% | +37.6% | -23.1% | +11.5% |
| YTD | +12.9% | +64.6% | -51.7% | +9.0% |
| 1Y | +19.4% | +132.0% | -112.7% | +15.7% |
| All | +19.4% | +134.1% | -114.7% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 1y: compounded portfolio wealth divided by compounded NOK 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…
1y analysis · Full analysis span regression · 6 months rolling