+127.6%
NOK vs COO
+17.5%
+110.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -14.7% | +13.4% | +3.0% |
| 7D | +8.7% | -23.3% | +32.0% | +17.0% |
| 30D | +12.5% | -29.5% | +42.0% | +24.1% |
| 3M | -20.7% | -20.0% | -0.8% | -16.4% |
| 6M | +36.2% | -27.2% | +63.4% | +47.2% |
| YTD | +64.1% | -33.9% | +98.0% | +83.7% |
| 1Y | +132.4% | -19.9% | +152.3% | +140.7% |
| 3Y | +182.9% | -38.1% | +221.0% | +213.3% |
| 5Y | +102.8% | -52.0% | +154.8% | +141.9% |
| All | +127.6% | +17.5% | +110.1% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded COO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling