+183.7%
NOK vs B
+197.9%
-14.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.6% | +6.5% |
| 7D | +7.3% | +2.3% | +4.9% | +6.7% |
| 30D | +13.8% | +1.4% | +12.4% | +13.3% |
| 3M | -27.0% | +12.2% | -39.2% | -28.9% |
| 6M | +37.6% | -2.1% | +39.7% | +36.7% |
| YTD | +64.6% | +2.9% | +61.7% | +61.8% |
| 1Y | +132.0% | +55.3% | +76.7% | +115.1% |
| 3Y | +183.7% | +198.7% | -15.0% | +142.3% |
| All | +183.7% | +197.9% | -14.3% | +142.3% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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