+203.4%
RSP vs NOK
+133.4%
+70.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.5% |
| 7D | -3.1% | +8.7% | -11.8% | -4.6% |
| 30D | -3.4% | +12.5% | -15.9% | -5.5% |
| 3M | +3.6% | -20.7% | +24.4% | +7.0% |
| 6M | +9.0% | +36.2% | -27.2% | +0.1% |
| YTD | +12.2% | +64.1% | -52.0% | -0.9% |
| 1Y | +15.6% | +132.4% | -116.8% | -5.9% |
| 3Y | +51.6% | +182.9% | -131.2% | +16.7% |
| 5Y | +50.4% | +102.8% | -52.4% | +22.3% |
| All | +203.4% | +133.4% | +70.1% | +114.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded NOK 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling