+118.0%
NOK vs BA
-8.9%
+127.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.8% | +2.4% |
| 7D | -1.8% | +1.2% | -2.9% | -2.1% |
| 30D | +4.7% | -11.6% | +16.3% | +8.4% |
| 3M | -39.7% | -2.4% | -37.3% | -39.2% |
| 6M | +23.1% | -6.6% | +29.7% | +24.4% |
| YTD | +55.0% | -2.2% | +57.3% | +54.0% |
| 1Y | +118.0% | -8.0% | +126.1% | +125.5% |
| All | +118.0% | -8.9% | +127.0% | +125.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 1y: compounded portfolio wealth divided by compounded BA 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…
1y analysis · Full analysis span regression · 6 months rolling