+36.2%
NOK vs MKSI
+19.0%
+17.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | 0.0% |
| 7D | +8.7% | +4.9% | +3.8% | +6.0% |
| 30D | +12.5% | -11.0% | +23.5% | +19.6% |
| 3M | -20.7% | -17.1% | -3.7% | -12.3% |
| 6M | +36.2% | +16.4% | +19.7% | +41.0% |
| All | +36.2% | +19.0% | +17.1% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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