+118.0%
NOK vs ROIV
+177.7%
-59.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.5% | +1.2% | +2.5% |
| 7D | -1.8% | +0.6% | -2.4% | -1.8% |
| 30D | +4.7% | +1.0% | +3.7% | +4.7% |
| 3M | -39.7% | +18.3% | -57.9% | -39.5% |
| 6M | +23.1% | +18.3% | +4.7% | +22.7% |
| YTD | +55.0% | +61.0% | -5.9% | +52.8% |
| 1Y | +118.0% | +177.9% | -59.8% | +121.3% |
| All | +118.0% | +177.7% | -59.6% | +121.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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