+50.5%
RSP vs NOK
+103.7%
-53.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +7.0% |
| 6M | +8.9% | +36.4% | -27.5% | -1.8% |
| YTD | +13.0% | +66.3% | -53.3% | -3.2% |
| 1Y | +16.2% | +134.4% | -118.2% | -11.2% |
| 3Y | +52.7% | +186.6% | -133.9% | +7.2% |
| 5Y | +50.5% | +102.7% | -52.2% | +17.4% |
| All | +50.5% | +103.7% | -53.3% | +17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling