+118.0%
NOK vs MCK
+32.0%
+86.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.1% | +2.4% |
| 7D | -1.8% | +1.7% | -3.5% | -1.4% |
| 30D | +4.7% | +3.6% | +1.1% | +5.4% |
| 3M | -39.7% | +20.1% | -59.7% | -38.4% |
| 6M | +23.1% | -7.0% | +30.1% | +31.9% |
| YTD | +55.0% | +11.0% | +44.0% | +64.5% |
| 1Y | +118.0% | +31.8% | +86.2% | +128.8% |
| All | +118.0% | +32.0% | +86.0% | +128.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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