+138.6%
NOK vs ALL
+365.1%
-226.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.8% | +4.0% | +4.6% |
| 7D | +11.0% | -2.3% | +13.2% | +11.7% |
| 30D | +7.8% | -0.4% | +8.3% | +7.8% |
| 3M | -21.0% | +16.0% | -37.0% | -26.2% |
| 6M | +40.9% | +24.6% | +16.3% | +27.2% |
| YTD | +72.0% | +23.7% | +48.4% | +55.1% |
| 1Y | +140.9% | +27.7% | +113.2% | +113.2% |
| 3Y | +194.3% | +150.2% | +44.0% | +85.8% |
| 5Y | +112.5% | +117.1% | -4.6% | +39.9% |
| All | +138.6% | +365.1% | -226.5% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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