+127.9%
NOK vs BN
+290.8%
-162.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -1.8% |
| 7D | +5.4% | -1.0% | +6.3% | +5.9% |
| 30D | -14.1% | +14.0% | -28.1% | -19.2% |
| 3M | -23.6% | -9.0% | -14.6% | -20.6% |
| 6M | -45.1% | -8.8% | -36.3% | -43.2% |
| YTD | +24.7% | -10.3% | +35.0% | +28.5% |
| 1Y | +19.0% | -5.8% | +24.8% | +19.8% |
| 3Y | +147.0% | +94.8% | +52.2% | +71.0% |
| 5Y | +58.2% | +31.5% | +26.7% | +28.7% |
| All | +127.9% | +290.8% | -162.9% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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