+134.4%
NOK vs LII
-33.3%
+167.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.4% | +3.5% | +1.7% |
| 7D | +9.3% | +0.5% | +8.9% | +9.1% |
| 30D | +17.9% | -11.2% | +29.1% | +21.5% |
| 3M | -22.3% | -28.8% | +6.5% | -15.1% |
| 6M | +36.4% | -26.9% | +63.3% | +46.8% |
| YTD | +66.3% | -22.2% | +88.5% | +77.8% |
| 1Y | +134.4% | -32.0% | +166.4% | +156.0% |
| All | +134.4% | -33.3% | +167.8% | +156.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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