+1.4%
CRM vs NOK
+143.5%
-142.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.8% | -2.9% | +2.3% |
| 7D | -4.4% | +11.0% | -15.4% | -3.7% |
| 30D | +28.1% | +7.8% | +20.3% | +28.9% |
| 3M | +48.8% | -21.0% | +69.8% | +49.3% |
| 6M | +28.3% | +40.9% | -12.6% | +29.4% |
| YTD | -6.0% | +72.0% | -78.0% | -5.5% |
| 1Y | +1.4% | +140.9% | -139.5% | +12.0% |
| All | +1.4% | +143.5% | -142.1% | +12.0% |
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