+22.3%
NOK vs CI
+18.5%
+3.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.2% |
| 7D | +2.2% | -1.3% | +3.5% | +2.0% |
| 30D | -14.7% | +6.4% | -21.1% | -14.7% |
| 3M | -10.6% | +10.7% | -21.3% | -11.0% |
| 6M | -39.4% | +5.5% | -44.8% | -38.8% |
| YTD | +30.4% | +11.4% | +19.1% | +27.4% |
| 1Y | +22.3% | +15.0% | +7.3% | +18.2% |
| All | +22.3% | +18.5% | +3.9% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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