+8.9%
NOK vs MCK
+27.9%
-19.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | +0.2% | -9.9% | -9.6% |
| 7D | -19.9% | +9.3% | -29.2% | -17.8% |
| 30D | -32.0% | +16.3% | -48.3% | -29.1% |
| 3M | -22.1% | +22.3% | -44.5% | -17.8% |
| 6M | -44.4% | +34.1% | -78.5% | -39.6% |
| YTD | +15.3% | +31.1% | -15.8% | +29.0% |
| 1Y | +8.9% | +27.5% | -18.6% | +21.4% |
| All | +8.9% | +27.9% | -19.0% | +21.4% |
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