+115.1%
NOK vs BBY
+1.5%
+113.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +3.1% | +1.7% | +4.2% |
| 7D | +11.0% | +0.6% | +10.4% | +10.8% |
| 30D | +7.8% | +9.4% | -1.5% | +5.6% |
| 3M | -21.0% | +19.3% | -40.3% | -24.3% |
| 6M | +40.9% | +47.9% | -7.0% | +27.3% |
| YTD | +72.0% | +39.6% | +32.5% | +56.9% |
| 1Y | +140.9% | +22.2% | +118.7% | +127.2% |
| 3Y | +194.3% | +45.0% | +149.3% | +156.3% |
| All | +115.1% | +1.5% | +113.6% | +82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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