+1,003.0%
BE vs NOK
+112.6%
+890.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +4.8% | +1.9% | +4.0% |
| 7D | +9.0% | +11.0% | -1.9% | +3.1% |
| 30D | +16.3% | +7.8% | +8.4% | +11.8% |
| 3M | +10.8% | -21.0% | +31.8% | +28.0% |
| 6M | +73.2% | +40.9% | +32.3% | +48.0% |
| YTD | +217.4% | +72.0% | +145.3% | +144.8% |
| 1Y | +309.8% | +140.9% | +168.9% | +162.5% |
| 3Y | +1,726.2% | +194.3% | +1,531.9% | +920.1% |
| 5Y | +1,306.2% | +112.5% | +1,193.6% | +830.2% |
| All | +1,003.0% | +112.6% | +890.4% | +473.8% |
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