+138.6%
NOK vs DUK
+129.4%
+9.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.8% | +4.8% |
| 7D | +11.0% | -0.7% | +11.6% | +11.2% |
| 30D | +7.8% | -2.4% | +10.3% | +8.5% |
| 3M | -21.0% | -3.0% | -18.0% | -20.8% |
| 6M | +40.9% | -6.6% | +47.4% | +42.7% |
| YTD | +72.0% | +4.6% | +67.5% | +68.1% |
| 1Y | +140.9% | +1.2% | +139.7% | +137.3% |
| 3Y | +194.3% | +45.7% | +148.6% | +152.9% |
| 5Y | +112.5% | +40.3% | +72.2% | +83.4% |
| All | +138.6% | +129.4% | +9.1% | +93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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