+140.9%
NOK vs JBLU
-14.6%
+155.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.2% | +4.6% | +4.8% |
| 7D | +11.0% | -5.0% | +15.9% | +11.1% |
| 30D | +7.8% | -23.9% | +31.7% | +8.7% |
| 3M | -21.0% | -11.6% | -9.4% | -20.0% |
| 6M | +40.9% | -0.2% | +41.1% | +42.7% |
| YTD | +72.0% | -3.3% | +75.3% | +79.9% |
| 1Y | +140.9% | -15.4% | +156.3% | +150.0% |
| All | +140.9% | -14.6% | +155.5% | +150.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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