+132.4%
NOK vs NDAQ
-1.8%
+134.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.1% |
| 7D | +8.7% | -6.8% | +15.5% | +9.2% |
| 30D | +12.5% | -3.2% | +15.7% | +12.7% |
| 3M | -20.7% | +6.5% | -27.2% | -21.4% |
| 6M | +36.2% | +5.7% | +30.4% | +34.3% |
| YTD | +64.1% | -4.6% | +68.8% | +64.1% |
| 1Y | +132.4% | -1.6% | +134.0% | +130.7% |
| All | +132.4% | -1.8% | +134.2% | +130.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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