+127.6%
NOK vs DAR
+375.1%
-247.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -0.9% |
| 7D | +8.7% | +0.9% | +7.8% | +8.5% |
| 30D | +12.5% | +6.4% | +6.1% | +10.6% |
| 3M | -20.7% | +13.2% | -34.0% | -23.5% |
| 6M | +36.2% | +26.2% | +10.0% | +28.1% |
| YTD | +64.1% | +84.4% | -20.2% | +40.3% |
| 1Y | +132.4% | +112.0% | +20.3% | +91.2% |
| 3Y | +182.9% | +13.4% | +169.5% | +163.2% |
| 5Y | +102.8% | -6.0% | +108.8% | +93.1% |
| All | +127.6% | +375.1% | -247.5% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling