+205.5%
RSP vs NOK
+136.4%
+69.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.1% |
| 7D | -1.8% | +9.3% | -11.2% | -3.4% |
| 30D | -2.5% | +17.9% | -20.4% | -5.5% |
| 3M | +3.0% | -22.3% | +25.3% | +6.7% |
| 6M | +8.9% | +36.4% | -27.5% | +0.1% |
| YTD | +13.0% | +66.3% | -53.3% | -0.4% |
| 1Y | +16.2% | +134.4% | -118.2% | -5.5% |
| 3Y | +52.7% | +186.6% | -133.9% | +17.2% |
| 5Y | +50.5% | +102.7% | -52.2% | +22.4% |
| All | +205.5% | +136.4% | +69.1% | +115.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling