+105.5%
NOK vs BN
+32.2%
+73.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.9% | +1.9% |
| 7D | +9.3% | -3.0% | +12.3% | +10.7% |
| 30D | +17.9% | -13.0% | +30.9% | +25.0% |
| 3M | -22.3% | -15.2% | -7.1% | -16.7% |
| 6M | +36.4% | -5.9% | +42.3% | +38.5% |
| YTD | +66.3% | -15.8% | +82.1% | +76.2% |
| 1Y | +134.4% | -12.2% | +146.6% | +143.1% |
| 3Y | +186.6% | +72.2% | +114.4% | +102.1% |
| All | +105.5% | +32.2% | +73.3% | +61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling