+147.0%
NOK vs BA
-15.7%
+162.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +5.4% | -1.1% | +6.4% | +5.6% |
| 30D | -14.1% | -7.1% | -7.0% | -12.9% |
| 3M | -23.6% | -25.5% | +2.0% | -18.8% |
| 6M | -45.1% | -28.7% | -16.4% | -41.4% |
| YTD | +24.7% | -21.0% | +45.7% | +30.0% |
| 1Y | +19.0% | -11.9% | +30.9% | +21.3% |
| 3Y | +147.0% | -16.2% | +163.2% | +112.7% |
| All | +147.0% | -15.7% | +162.7% | +112.7% |
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