+183.7%
NOK vs ALL
+150.3%
+33.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.4% | +8.5% | +6.0% |
| 7D | +7.3% | -1.7% | +9.0% | +7.1% |
| 30D | +13.8% | -4.7% | +18.5% | +13.4% |
| 3M | -27.0% | +18.4% | -45.4% | -27.5% |
| 6M | +37.6% | +20.5% | +17.1% | +36.1% |
| YTD | +64.6% | +23.5% | +41.1% | +62.2% |
| 1Y | +132.0% | +29.0% | +103.0% | +127.1% |
| 3Y | +183.7% | +153.7% | +29.9% | +138.4% |
| All | +183.7% | +150.3% | +33.4% | +138.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling