+41.2%
NOK vs EEM
+862.7%
-821.6%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.0% |
| 7D | +7.3% | +3.1% | +4.2% | +4.9% |
| 30D | +13.8% | +4.9% | +8.9% | +10.1% |
| 3M | -27.0% | +5.2% | -32.2% | -29.0% |
| 6M | +37.6% | +20.7% | +16.9% | +21.8% |
| YTD | +64.6% | +26.5% | +38.1% | +40.5% |
| 1Y | +132.0% | +37.8% | +94.2% | +85.9% |
| 3Y | +183.7% | +91.0% | +92.7% | +78.8% |
| 5Y | +101.3% | +47.0% | +54.3% | +53.3% |
| 10Y | +122.4% | +125.6% | -3.2% | +22.0% |
| All | +41.2% | +862.7% | -821.6% | -81.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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