+483.0%
NOK vs RMD
+38,753.6%
-38,270.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.6% |
| 7D | +5.4% | +2.1% | +3.3% | +4.9% |
| 30D | -14.1% | +2.1% | -16.2% | -14.7% |
| 3M | -23.6% | +6.2% | -29.8% | -25.0% |
| 6M | -45.1% | +19.4% | -64.5% | -47.9% |
| YTD | +24.7% | +0.5% | +24.2% | +22.7% |
| 1Y | +19.0% | -3.9% | +23.0% | +18.2% |
| 3Y | +147.0% | +72.5% | +74.5% | +109.6% |
| 5Y | +58.2% | -1.5% | +59.7% | +50.2% |
| 10Y | +122.3% | +345.8% | -223.5% | +43.9% |
| All | +483.0% | +38,753.6% | -38,270.6% | +75.9% |
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