+183.7%
NOK vs AR
+44.7%
+139.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.8% | +7.0% | +6.2% |
| 7D | +7.3% | -1.8% | +9.1% | +7.4% |
| 30D | +13.8% | +12.6% | +1.2% | +12.6% |
| 3M | -27.0% | +10.0% | -37.0% | -27.7% |
| 6M | +37.6% | +0.6% | +37.0% | +37.1% |
| YTD | +64.6% | +13.4% | +51.2% | +61.7% |
| 1Y | +132.0% | +21.7% | +110.3% | +125.3% |
| 3Y | +183.7% | +45.8% | +137.8% | +163.3% |
| All | +183.7% | +44.7% | +139.0% | +163.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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