+32,355.3%
AVGO vs NOK
+35.1%
+32,320.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.2% | -3.2% | +1.5% |
| 7D | -0.3% | +7.3% | -7.6% | -2.0% |
| 30D | -13.8% | +13.8% | -27.6% | -16.6% |
| 3M | -6.9% | -27.0% | +20.1% | -0.4% |
| 6M | +11.9% | +37.6% | -25.7% | +1.8% |
| YTD | +6.9% | +64.6% | -57.7% | -7.1% |
| 1Y | +7.4% | +132.0% | -124.6% | -15.0% |
| 3Y | +345.6% | +183.7% | +161.9% | +230.7% |
| 5Y | +718.9% | +101.3% | +617.6% | +555.5% |
| 10Y | +2,755.4% | +122.4% | +2,633.0% | +1,918.1% |
| All | +32,355.3% | +35.1% | +32,320.3% | +23,135.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling