+165.2%
NOK vs ALLE
+50.9%
+114.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.0% | +1.7% | +2.5% |
| 7D | -1.8% | -0.2% | -1.5% | -1.7% |
| 30D | +4.7% | -6.8% | +11.5% | +5.9% |
| 3M | -39.7% | +21.0% | -60.7% | -42.0% |
| 6M | +23.1% | +1.1% | +22.0% | +23.4% |
| YTD | +55.0% | -0.5% | +55.6% | +55.0% |
| 1Y | +118.0% | -7.3% | +125.3% | +121.9% |
| All | +165.2% | +50.9% | +114.3% | +98.4% |
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