+115.1%
NOK vs BB
-26.5%
+141.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.7% | +3.1% | +4.4% |
| 7D | +11.0% | -0.4% | +11.4% | +11.1% |
| 30D | +7.8% | -12.5% | +20.4% | +10.9% |
| 3M | -21.0% | -17.4% | -3.6% | -18.2% |
| 6M | +40.9% | +119.1% | -78.3% | +21.3% |
| YTD | +72.0% | +102.4% | -30.3% | +50.2% |
| 1Y | +140.9% | +98.2% | +42.7% | +109.4% |
| 3Y | +194.3% | +46.9% | +147.3% | +157.8% |
| All | +115.1% | -26.5% | +141.6% | +104.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling