+669.3%
NOK vs RMD
+35,656.8%
-34,987.5%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.2% | +9.4% | +6.9% |
| 7D | +7.3% | -4.5% | +11.7% | +8.3% |
| 30D | +13.8% | +4.6% | +9.2% | +12.5% |
| 3M | -27.0% | +14.8% | -41.8% | -29.7% |
| 6M | +37.6% | -12.1% | +49.7% | +40.1% |
| YTD | +64.6% | -7.5% | +72.1% | +65.5% |
| 1Y | +132.0% | -20.1% | +152.1% | +140.9% |
| 3Y | +183.7% | +53.9% | +129.8% | +147.0% |
| 5Y | +101.3% | -22.2% | +123.5% | +102.3% |
| 10Y | +122.4% | +268.2% | -145.8% | +50.7% |
| All | +669.3% | +35,656.8% | -34,987.5% | +137.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling