+101.3%
NOK vs LII
+25.8%
+75.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.4% | +7.6% | +6.6% |
| 7D | +7.3% | +2.1% | +5.1% | +6.5% |
| 30D | +13.8% | -12.4% | +26.2% | +18.3% |
| 3M | -27.0% | -24.8% | -2.2% | -21.1% |
| 6M | +37.6% | -25.2% | +62.8% | +48.7% |
| YTD | +64.6% | -20.3% | +84.9% | +73.7% |
| 1Y | +132.0% | -32.9% | +165.0% | +157.4% |
| 3Y | +183.7% | +2.0% | +181.6% | +158.1% |
| 5Y | +101.3% | +24.4% | +76.8% | +61.4% |
| All | +101.3% | +25.8% | +75.5% | +61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling