+151.4%
ADBE vs NOK
+144.6%
+6.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.8% | -3.4% | +0.5% |
| 7D | -5.4% | +11.0% | -16.3% | -7.1% |
| 30D | -2.5% | +7.8% | -10.4% | -4.0% |
| 3M | +15.3% | -21.0% | +36.3% | +18.9% |
| 6M | -7.8% | +40.9% | -48.7% | -18.1% |
| YTD | -27.9% | +72.0% | -100.0% | -39.2% |
| 1Y | -28.0% | +140.9% | -169.0% | -44.7% |
| 3Y | -55.3% | +194.3% | -249.6% | -68.0% |
| 5Y | -61.7% | +112.5% | -174.3% | -70.5% |
| All | +151.4% | +144.6% | +6.8% | +69.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling