+140.9%
NOK vs A
+18.0%
+122.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.7% | +2.1% | +4.8% |
| 7D | +11.0% | -2.6% | +13.6% | +10.9% |
| 30D | +7.8% | -0.9% | +8.7% | +8.0% |
| 3M | -21.0% | +13.6% | -34.6% | -20.9% |
| 6M | +40.9% | +27.8% | +13.0% | +41.2% |
| YTD | +72.0% | +8.6% | +63.4% | +76.4% |
| 1Y | +140.9% | +16.9% | +124.0% | +144.9% |
| All | +140.9% | +18.0% | +122.9% | +144.9% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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