+102.7%
NOK vs C
+133.6%
-30.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.3% | +0.7% |
| 7D | +9.3% | +2.6% | +6.8% | +8.0% |
| 30D | +17.9% | +1.9% | +15.9% | +16.8% |
| 3M | -22.3% | +2.8% | -25.1% | -23.1% |
| 6M | +36.4% | +30.6% | +5.8% | +21.5% |
| YTD | +66.3% | +19.9% | +46.4% | +53.0% |
| 1Y | +134.4% | +44.6% | +89.9% | +98.1% |
| 3Y | +186.6% | +272.1% | -85.5% | +44.7% |
| 5Y | +102.7% | +132.0% | -29.3% | +28.2% |
| All | +102.7% | +133.6% | -30.9% | +28.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling