+140.9%
NOK vs RTX
+29.4%
+111.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.2% | +5.0% | +4.8% |
| 7D | +11.0% | -1.5% | +12.5% | +10.9% |
| 30D | +7.8% | -11.0% | +18.8% | +7.6% |
| 3M | -21.0% | +7.7% | -28.7% | -21.4% |
| 6M | +40.9% | -3.9% | +44.8% | +43.5% |
| YTD | +72.0% | +9.0% | +63.1% | +76.5% |
| 1Y | +140.9% | +27.3% | +113.7% | +152.6% |
| All | +140.9% | +29.4% | +111.5% | +152.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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