+695.6%
AVGO vs NOK
+99.4%
+596.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.6% |
| 7D | +1.0% | +8.7% | -7.7% | -1.7% |
| 30D | -13.3% | +12.5% | -25.8% | -16.7% |
| 3M | -2.9% | -20.7% | +17.9% | +3.4% |
| 6M | +5.7% | +36.2% | -30.4% | -7.8% |
| YTD | +4.6% | +64.1% | -59.5% | -15.0% |
| 1Y | -1.6% | +132.4% | -134.0% | -31.9% |
| 3Y | +336.2% | +182.9% | +153.4% | +170.7% |
| 5Y | +695.6% | +102.8% | +592.9% | +487.9% |
| All | +695.6% | +99.4% | +596.3% | +487.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling