+224.4%
NAK price history and return analytics
+64.2%
+160.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.7% | -3.4% |
| 7D | -3.3% | -2.0% | -1.3% | -0.7% |
| 30D | -14.1% | -1.4% | -12.7% | -12.4% |
| 3M | -21.1% | +4.7% | -25.8% | -25.0% |
| 6M | +2.8% | +11.4% | -8.5% | -7.5% |
| YTD | -25.9% | +13.1% | -38.9% | -34.5% |
| 1Y | +78.0% | +19.0% | +59.0% | +49.6% |
| 3Y | +403.4% | +73.9% | +329.5% | +199.7% |
| All | +224.4% | +64.2% | +160.2% | +116.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling