+18.4%
NOK vs LII
-28.7%
+47.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.9% |
| 7D | -2.7% | +0.4% | -3.1% | -2.7% |
| 30D | -20.4% | -2.4% | -18.0% | -20.6% |
| 3M | -9.6% | -17.5% | +7.9% | -5.6% |
| 6M | -35.6% | -32.8% | -2.8% | -28.8% |
| YTD | +27.5% | -27.7% | +55.2% | +36.9% |
| 1Y | +18.4% | -28.1% | +46.4% | +27.5% |
| All | +18.4% | -28.7% | +47.0% | +27.5% |
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