+19.0%
NOK vs CB
+28.5%
-9.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -1.6% |
| 7D | +5.4% | +2.9% | +2.4% | +8.1% |
| 30D | -14.1% | +7.3% | -21.5% | -8.2% |
| 3M | -23.6% | +9.4% | -33.0% | -16.9% |
| 6M | -45.1% | +19.6% | -64.8% | -38.1% |
| YTD | +24.7% | +21.5% | +3.2% | +42.7% |
| 1Y | +19.0% | +28.0% | -9.0% | +31.6% |
| All | +19.0% | +28.5% | -9.5% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 1y: compounded portfolio wealth divided by compounded CB 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…
1y analysis · Full analysis span regression · 6 months rolling