+627.7%
GEV vs NOK
+219.3%
+408.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.0% | -3.1% | -2.3% |
| 7D | +3.2% | +9.3% | -6.2% | +1.1% |
| 30D | -4.0% | +17.9% | -21.9% | -7.4% |
| 3M | +3.4% | -22.3% | +25.7% | +7.8% |
| 6M | +14.7% | +36.4% | -21.7% | +7.4% |
| YTD | +45.8% | +66.3% | -20.5% | +31.4% |
| 1Y | +57.4% | +134.4% | -77.1% | +25.1% |
| All | +627.7% | +219.3% | +408.4% | +454.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling