+2,770.9%
AVGO vs NOK
+144.6%
+2,626.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.8% | -4.5% | -1.0% |
| 7D | +1.1% | +11.0% | -9.8% | -1.7% |
| 30D | -13.0% | +7.8% | -20.8% | -14.8% |
| 3M | -6.0% | -21.0% | +15.0% | -0.8% |
| 6M | +6.4% | +40.9% | -34.5% | -5.3% |
| YTD | +5.0% | +72.0% | -67.0% | -11.8% |
| 1Y | +1.4% | +140.9% | -139.5% | -23.5% |
| 3Y | +336.8% | +194.3% | +142.6% | +205.6% |
| 5Y | +698.2% | +112.5% | +585.7% | +505.7% |
| All | +2,770.9% | +144.6% | +2,626.4% | +1,663.7% |
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