+9,850.6%
ROL vs NI
+5,716.3%
+4,134.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.0% | +2.4% |
| 7D | +3.0% | +4.3% | -1.3% | +1.4% |
| 30D | +19.8% | +12.4% | +7.4% | +14.8% |
| 3M | +7.9% | +10.2% | -2.3% | +4.1% |
| 6M | -25.6% | -0.8% | -24.8% | -25.6% |
| YTD | -34.1% | +13.2% | -47.4% | -37.3% |
| 1Y | -31.4% | +10.1% | -41.5% | -34.1% |
| 3Y | +4.7% | +103.1% | -98.4% | -20.1% |
| 5Y | +15.6% | +115.5% | -99.9% | -14.4% |
| 10Y | +220.6% | +195.5% | +25.1% | +102.7% |
| All | +9,850.6% | +5,716.3% | +4,134.3% | +2,362.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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