+7.1%
CRM vs NOK
+123.4%
-116.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.7% | -4.6% | -1.8% |
| 7D | +1.3% | -1.8% | +3.0% | +1.2% |
| 30D | +34.3% | +4.7% | +29.6% | +34.8% |
| 3M | +37.7% | -39.7% | +77.3% | +37.3% |
| 6M | +34.9% | +23.1% | +11.9% | +35.2% |
| YTD | -1.6% | +55.0% | -56.7% | -1.8% |
| 1Y | +7.1% | +118.0% | -110.9% | +15.9% |
| All | +7.1% | +123.4% | -116.2% | +15.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling