+1,142.0%
RSP vs NOK
-1.8%
+1,143.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.5% |
| 7D | +1.8% | +11.0% | -9.2% | -0.5% |
| 30D | +3.5% | -16.0% | +19.5% | +6.7% |
| 3M | +0.2% | -19.8% | +20.0% | +3.6% |
| 6M | +9.1% | -37.1% | +46.3% | +16.8% |
| YTD | +16.6% | +28.0% | -11.4% | +4.7% |
| 1Y | +17.9% | +17.9% | 0.0% | +7.7% |
| 3Y | +64.6% | +152.7% | -88.1% | +21.9% |
| 5Y | +48.4% | +62.3% | -13.9% | +20.8% |
| 10Y | +212.9% | +128.1% | +84.9% | +109.3% |
| All | +1,142.0% | -1.8% | +1,143.8% | +777.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling