+140.9%
NOK vs BHP
+70.6%
+70.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.2% | +5.0% | +4.9% |
| 7D | +11.0% | -3.6% | +14.6% | +13.0% |
| 30D | +7.8% | -1.2% | +9.0% | +8.2% |
| 3M | -21.0% | +1.2% | -22.2% | -22.0% |
| 6M | +40.9% | +21.4% | +19.5% | +33.2% |
| YTD | +72.0% | +50.4% | +21.6% | +58.1% |
| 1Y | +140.9% | +67.5% | +73.4% | +121.1% |
| All | +140.9% | +70.6% | +70.3% | +121.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 1y: compounded portfolio wealth divided by compounded BHP 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…
1y analysis · Full analysis span regression · 6 months rolling