+76.2%
NAK price history and return analytics
+229.8%
-153.5%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.3% | -4.4% |
| 7D | -4.1% | -1.1% | -3.0% | -2.9% |
| 30D | -17.1% | -1.0% | -16.1% | -16.1% |
| 3M | -27.7% | +3.2% | -30.8% | -29.7% |
| 6M | +4.4% | +12.5% | -8.0% | -5.8% |
| YTD | -28.4% | +14.1% | -42.5% | -36.4% |
| 1Y | +72.0% | +18.9% | +53.0% | +47.4% |
| 3Y | +340.6% | +74.1% | +266.5% | +164.5% |
| 5Y | +176.5% | +66.9% | +109.6% | +72.5% |
| All | +76.2% | +229.8% | -153.5% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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