+123.8%
NOK vs RACE
+738.3%
-614.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.7% | +6.1% | +6.5% |
| 7D | -1.4% | +3.9% | -5.4% | -3.0% |
| 30D | -21.0% | +7.4% | -28.5% | -23.3% |
| 3M | -12.6% | +1.6% | -14.2% | -13.3% |
| 6M | -36.2% | +23.3% | -59.5% | -42.0% |
| YTD | +26.4% | +14.7% | +11.8% | +17.0% |
| 1Y | +19.6% | +2.5% | +17.1% | +16.1% |
| 3Y | +152.6% | +28.0% | +124.6% | +107.9% |
| 5Y | +57.3% | +69.8% | -12.5% | +9.3% |
| 10Y | +123.8% | +734.9% | -611.1% | -36.4% |
| All | +123.8% | +738.3% | -614.5% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling