+0.1%
NOK vs KRE
+151.4%
-151.3%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.3% | +7.5% | +6.8% |
| 7D | +7.3% | +2.3% | +4.9% | +6.1% |
| 30D | +13.8% | -2.5% | +16.3% | +15.1% |
| 3M | -27.0% | +6.2% | -33.2% | -29.1% |
| 6M | +37.6% | +15.8% | +21.8% | +28.4% |
| YTD | +64.6% | +16.0% | +48.6% | +52.9% |
| 1Y | +132.0% | +16.2% | +115.9% | +114.1% |
| 3Y | +183.7% | +86.4% | +97.2% | +103.2% |
| 5Y | +101.3% | +33.0% | +68.3% | +65.3% |
| 10Y | +122.4% | +123.0% | -0.6% | +25.1% |
| All | +0.1% | +151.4% | -151.3% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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