+60.6%
NAK price history and return analytics
+74.0%
-13.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.7% | -0.3% | -11.4% | -11.1% |
| 7D | -14.5% | +2.4% | -16.9% | -18.3% |
| 30D | -44.2% | -1.5% | -42.7% | -42.0% |
| 3M | -68.1% | -4.1% | -64.0% | -64.9% |
| 6M | -76.4% | +0.6% | -77.0% | -75.8% |
| YTD | -73.1% | +11.0% | -84.1% | -76.4% |
| 1Y | -69.4% | +13.3% | -82.7% | -73.9% |
| 3Y | +60.6% | +73.4% | -12.8% | -1.5% |
| All | +60.6% | +74.0% | -13.4% | -1.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling