+137.9%
NOK vs BA
-11.5%
+149.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.5% | +2.2% | +2.6% |
| 7D | -10.5% | +1.1% | -11.6% | -10.7% |
| 30D | -27.9% | -7.9% | -19.9% | -26.7% |
| 3M | -18.8% | -25.3% | +6.5% | -13.8% |
| 6M | -41.9% | -24.6% | -17.3% | -38.6% |
| YTD | +18.4% | -20.1% | +38.5% | +23.1% |
| 1Y | +10.9% | -11.8% | +22.6% | +12.9% |
| 3Y | +137.9% | -10.1% | +148.0% | +105.8% |
| All | +137.9% | -11.5% | +149.4% | +105.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling