+138.6%
NOK vs BLK
+283.5%
-145.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.6% | +3.2% | +4.0% |
| 7D | +11.0% | -3.3% | +14.3% | +12.6% |
| 30D | +7.8% | -6.5% | +14.4% | +11.1% |
| 3M | -21.0% | +6.7% | -27.8% | -23.8% |
| 6M | +40.9% | +14.7% | +26.2% | +31.0% |
| YTD | +72.0% | +2.5% | +69.5% | +67.8% |
| 1Y | +140.9% | -2.8% | +143.7% | +140.4% |
| 3Y | +194.3% | +65.9% | +128.4% | +123.4% |
| 5Y | +112.5% | +33.0% | +79.6% | +74.8% |
| All | +138.6% | +283.5% | -145.0% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 10y: compounded portfolio wealth divided by compounded BLK 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…
10y analysis · Full analysis span regression · 6 months rolling