+140.9%
NOK vs RMD
-18.7%
+159.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.6% | +5.4% | +4.7% |
| 7D | +11.0% | -4.4% | +15.4% | +10.2% |
| 30D | +7.8% | -3.1% | +11.0% | +7.5% |
| 3M | -21.0% | +13.8% | -34.8% | -18.7% |
| 6M | +40.9% | -8.6% | +49.5% | +49.4% |
| YTD | +72.0% | -8.6% | +80.7% | +86.0% |
| 1Y | +140.9% | -19.7% | +160.6% | +160.8% |
| All | +140.9% | -18.7% | +159.6% | +160.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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