+147.0%
NOK vs JCI
+186.2%
-39.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.3% | -1.3% |
| 7D | +5.4% | +3.2% | +2.2% | +3.7% |
| 30D | -14.1% | -8.6% | -5.5% | -9.4% |
| 3M | -23.6% | -7.7% | -15.8% | -19.4% |
| 6M | -45.1% | -2.6% | -42.6% | -43.3% |
| YTD | +24.7% | +17.4% | +7.4% | +23.0% |
| 1Y | +19.0% | +16.9% | +2.1% | +17.4% |
| 3Y | +147.0% | +186.7% | -39.7% | +102.4% |
| All | +147.0% | +186.2% | -39.2% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 3y: compounded portfolio wealth divided by compounded JCI 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…
3y analysis · Full analysis span regression · 6 months rolling