+36.4%
NOK vs MKC
-18.2%
+54.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +0.6% |
| 7D | +9.3% | -4.3% | +13.7% | +6.8% |
| 30D | +17.9% | -3.1% | +21.0% | +16.1% |
| 3M | -22.3% | +6.8% | -29.1% | -18.3% |
| 6M | +36.4% | -18.3% | +54.7% | +44.2% |
| All | +36.4% | -18.2% | +54.6% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 6mo: compounded portfolio wealth divided by compounded MKC 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…
6mo analysis · Full analysis span regression · 6 months rolling