+194.3%
NOK vs KVUE
-9.0%
+203.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.1% | +4.9% | +4.8% |
| 7D | +11.0% | -5.1% | +16.1% | +11.1% |
| 30D | +7.8% | -6.3% | +14.2% | +8.1% |
| 3M | -21.0% | -0.5% | -20.5% | -21.2% |
| 6M | +40.9% | +3.1% | +37.8% | +39.9% |
| YTD | +72.0% | +6.7% | +65.3% | +70.0% |
| 1Y | +140.9% | -1.1% | +142.0% | +141.4% |
| 3Y | +194.3% | -8.7% | +203.0% | +193.0% |
| All | +194.3% | -9.0% | +203.2% | +193.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling