+140.9%
NOK vs SHAK
-34.9%
+175.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.2% | +1.6% | +4.7% |
| 7D | +11.0% | -8.3% | +19.3% | +11.3% |
| 30D | +7.8% | -12.6% | +20.5% | +8.4% |
| 3M | -21.0% | +9.1% | -30.1% | -21.5% |
| 6M | +40.9% | -31.2% | +72.1% | +49.1% |
| YTD | +72.0% | -21.6% | +93.6% | +83.3% |
| 1Y | +140.9% | -38.8% | +179.7% | +159.8% |
| All | +140.9% | -34.9% | +175.8% | +159.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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