+184.5%
NOK vs A
+29.6%
+154.9%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.5% | +1.3% |
| 7D | +9.3% | -4.4% | +13.7% | +10.1% |
| 30D | +17.9% | -2.7% | +20.5% | +18.3% |
| 3M | -22.3% | +7.0% | -29.4% | -23.4% |
| 6M | +36.4% | +24.6% | +11.8% | +30.2% |
| YTD | +66.3% | +7.0% | +59.3% | +64.6% |
| 1Y | +134.4% | +15.6% | +118.8% | +126.4% |
| All | +184.5% | +29.6% | +154.9% | +162.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling