+183.7%
NOK vs C
+269.1%
-85.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.9% | +6.5% |
| 7D | +7.3% | +3.2% | +4.1% | +5.9% |
| 30D | +13.8% | +1.3% | +12.5% | +13.2% |
| 3M | -27.0% | +3.1% | -30.1% | -27.6% |
| 6M | +37.6% | +29.6% | +8.0% | +26.4% |
| YTD | +64.6% | +19.0% | +45.7% | +54.9% |
| 1Y | +132.0% | +45.6% | +86.4% | +104.1% |
| 3Y | +183.7% | +269.3% | -85.6% | +63.9% |
| All | +183.7% | +269.1% | -85.4% | +63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 3y: compounded portfolio wealth divided by compounded C 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…
3y analysis · Full analysis span regression · 6 months rolling