+105.5%
NOK vs RMD
-22.6%
+128.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | +9.3% | -4.7% | +14.1% | +10.2% |
| 30D | +17.9% | +0.2% | +17.6% | +17.7% |
| 3M | -22.3% | +12.0% | -34.3% | -24.2% |
| 6M | +36.4% | -12.5% | +48.9% | +39.9% |
| YTD | +66.3% | -7.9% | +74.2% | +68.6% |
| 1Y | +134.4% | -20.4% | +154.8% | +145.0% |
| 3Y | +186.6% | +53.1% | +133.5% | +144.5% |
| All | +105.5% | -22.6% | +128.1% | +116.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling