+57.7%
GEV vs NOK
+123.4%
-65.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.7% | -2.6% | -0.5% |
| 7D | +3.3% | -1.8% | +5.1% | +3.6% |
| 30D | -7.5% | +4.7% | -12.2% | -8.1% |
| 3M | -2.2% | -39.7% | +37.5% | +2.5% |
| 6M | +12.1% | +23.1% | -11.0% | +14.3% |
| YTD | +44.4% | +55.0% | -10.6% | +47.5% |
| 1Y | +57.7% | +118.0% | -60.4% | +55.4% |
| All | +57.7% | +123.4% | -65.7% | +55.4% |
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