+681.4%
NFLX vs NOK
+144.6%
+536.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.8% | -3.0% | +1.0% |
| 7D | -1.1% | +11.0% | -12.1% | -2.9% |
| 30D | +4.3% | +7.8% | -3.6% | +2.8% |
| 3M | -4.8% | -21.0% | +16.2% | -1.8% |
| 6M | -18.4% | +40.9% | -59.3% | -26.8% |
| YTD | -17.4% | +72.0% | -89.5% | -29.2% |
| 1Y | -35.7% | +140.9% | -176.6% | -49.3% |
| 3Y | +73.8% | +194.3% | -120.5% | +29.1% |
| 5Y | +29.3% | +112.5% | -83.3% | +2.1% |
| All | +681.4% | +144.6% | +536.8% | +457.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling