+102.7%
NOK vs ALL
+115.1%
-12.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +9.3% | -2.2% | +11.6% | +9.6% |
| 30D | +17.9% | -5.6% | +23.4% | +18.6% |
| 3M | -22.3% | +17.2% | -39.6% | -25.2% |
| 6M | +36.4% | +23.2% | +13.1% | +29.5% |
| YTD | +66.3% | +23.6% | +42.7% | +57.4% |
| 1Y | +134.4% | +29.2% | +105.3% | +118.8% |
| 3Y | +186.6% | +153.8% | +32.8% | +113.1% |
| 5Y | +102.7% | +116.1% | -13.4% | +64.8% |
| All | +102.7% | +115.1% | -12.4% | +64.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling