+134.4%
NOK vs JD
-15.3%
+149.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.5% | +3.5% | +1.3% |
| 7D | +9.3% | -3.0% | +12.3% | +9.7% |
| 30D | +17.9% | -19.3% | +37.2% | +20.9% |
| 3M | -22.3% | -6.0% | -16.3% | -22.5% |
| 6M | +36.4% | +1.8% | +34.6% | +33.9% |
| YTD | +66.3% | -2.6% | +68.9% | +65.1% |
| 1Y | +134.4% | -17.4% | +151.9% | +141.1% |
| All | +134.4% | -15.3% | +149.7% | +141.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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