+1,181.9%
NOK vs BA
+1,156.1%
+25.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.5% | +2.2% | +2.5% |
| 7D | -10.5% | +1.1% | -11.6% | -10.9% |
| 30D | -27.9% | -7.9% | -19.9% | -25.8% |
| 3M | -18.8% | -25.3% | +6.5% | -9.9% |
| 6M | -41.9% | -24.6% | -17.3% | -36.2% |
| YTD | +18.4% | -20.1% | +38.5% | +26.5% |
| 1Y | +10.9% | -11.8% | +22.6% | +13.8% |
| 3Y | +137.9% | -10.1% | +148.0% | +131.5% |
| 5Y | +47.8% | -22.7% | +70.5% | +46.8% |
| 10Y | +116.4% | +35.1% | +81.3% | +35.6% |
| All | +1,181.9% | +1,156.1% | +25.8% | +180.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling