+118.0%
NOK vs HRB
+1.1%
+117.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -4.0% | +6.7% | +1.9% |
| 7D | -1.8% | -5.7% | +3.9% | -2.7% |
| 30D | +4.7% | +7.9% | -3.2% | +6.3% |
| 3M | -39.7% | +32.1% | -71.8% | -35.0% |
| 6M | +23.1% | +62.2% | -39.2% | +37.4% |
| YTD | +55.0% | +16.4% | +38.6% | +67.5% |
| 1Y | +118.0% | -0.3% | +118.3% | +127.0% |
| All | +118.0% | +1.1% | +117.0% | +127.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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