+118.0%
NOK vs KVUE
-4.3%
+122.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.1% | +3.8% | +2.5% |
| 7D | -1.8% | -2.2% | +0.5% | -2.1% |
| 30D | +4.7% | -3.7% | +8.4% | +4.0% |
| 3M | -39.7% | +12.3% | -51.9% | -38.9% |
| 6M | +23.1% | +5.4% | +17.6% | +24.5% |
| YTD | +55.0% | +12.4% | +42.6% | +56.8% |
| 1Y | +118.0% | -4.4% | +122.4% | +126.2% |
| All | +118.0% | -4.3% | +122.4% | +126.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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