+180.8%
NOK vs RGEN
+1.9%
+178.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | +8.7% | -2.9% | +11.6% | +9.0% |
| 30D | +12.5% | -0.1% | +12.6% | +12.5% |
| 3M | -20.7% | +25.9% | -46.7% | -22.8% |
| 6M | +36.2% | +35.2% | +0.9% | +31.1% |
| YTD | +64.1% | +0.5% | +63.6% | +64.1% |
| 1Y | +132.4% | +37.0% | +95.4% | +120.7% |
| All | +180.8% | +1.9% | +178.9% | +174.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 3y: compounded portfolio wealth divided by compounded RGEN 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…
3y analysis · Full analysis span regression · 6 months rolling