+139.7%
NOK vs KEEL
+294.5%
-154.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.8% | +1.0% | +4.6% |
| 7D | +11.0% | +2.9% | +8.1% | +10.8% |
| 30D | +7.8% | +0.8% | +7.0% | +7.7% |
| 3M | -21.0% | -35.3% | +14.3% | -19.7% |
| 6M | +40.9% | +59.4% | -18.5% | +38.1% |
| YTD | +72.0% | +51.9% | +20.1% | +68.4% |
| 1Y | +140.9% | +75.0% | +65.9% | +132.9% |
| 3Y | +194.3% | +224.5% | -30.3% | +171.9% |
| 5Y | +112.5% | -35.9% | +148.4% | +96.5% |
| All | +139.7% | +294.5% | -154.8% | +125.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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