+137.9%
NOK vs ALLE
+88.9%
+49.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.6% | +2.7% |
| 7D | -10.5% | -0.6% | -10.0% | -10.4% |
| 30D | -27.9% | +25.3% | -53.2% | -29.1% |
| 3M | -18.8% | +10.3% | -29.1% | -18.8% |
| 6M | -41.9% | +38.0% | -80.0% | -44.0% |
| YTD | +18.4% | +17.8% | +0.6% | +17.3% |
| 1Y | +10.9% | +13.6% | -2.7% | +10.9% |
| 3Y | +137.9% | +89.2% | +48.7% | +69.0% |
| All | +137.9% | +88.9% | +49.0% | +69.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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