-81.2%
NAK price history and return analytics
+371.8%
-453.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +3.3% |
| 7D | -3.2% | +1.0% | -4.2% | -4.5% |
| 30D | -11.7% | -0.2% | -11.5% | -11.4% |
| 3M | -23.4% | +4.5% | -27.9% | -26.7% |
| 6M | +16.2% | +14.1% | +2.1% | +1.9% |
| YTD | -23.4% | +14.8% | -38.1% | -33.3% |
| 1Y | +84.1% | +21.2% | +63.0% | +51.4% |
| 3Y | +420.7% | +76.6% | +344.1% | +179.2% |
| 5Y | +228.3% | +66.6% | +161.7% | +85.9% |
| 10Y | +79.8% | +222.3% | -142.5% | -56.5% |
| All | -81.2% | +371.8% | -453.0% | -97.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling