+1,218.2%
BE vs NOK
+99.4%
+1,118.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.3% | -2.7% | -3.1% |
| 7D | +9.7% | +8.7% | +1.0% | +3.8% |
| 30D | +22.4% | +12.5% | +9.9% | +13.3% |
| 3M | +10.4% | -20.7% | +31.1% | +30.6% |
| 6M | +67.9% | +36.2% | +31.7% | +40.3% |
| YTD | +197.5% | +64.1% | +133.3% | +121.3% |
| 1Y | +310.6% | +132.4% | +178.2% | +136.8% |
| 3Y | +1,657.2% | +182.9% | +1,474.4% | +726.3% |
| 5Y | +1,218.2% | +102.8% | +1,115.4% | +709.2% |
| All | +1,218.2% | +99.4% | +1,118.8% | +709.2% |
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