+134.4%
NOK vs ROIV
+224.1%
-89.7%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.9% |
| 7D | +9.3% | +22.3% | -13.0% | +6.2% |
| 30D | +17.9% | +16.9% | +1.0% | +15.1% |
| 3M | -22.3% | +43.9% | -66.2% | -24.3% |
| 6M | +36.4% | +41.6% | -5.2% | +32.3% |
| YTD | +66.3% | +92.7% | -26.4% | +59.1% |
| 1Y | +134.4% | +210.2% | -75.7% | +130.2% |
| All | +134.4% | +224.1% | -89.7% | +130.2% |
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