+102.7%
NOK vs FLEX
+717.1%
-614.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.5% | +1.5% |
| 7D | +9.3% | +6.4% | +3.0% | +7.2% |
| 30D | +17.9% | -5.9% | +23.7% | +20.2% |
| 3M | -22.3% | -23.5% | +1.1% | -15.7% |
| 6M | +36.4% | +83.7% | -47.4% | +12.6% |
| YTD | +66.3% | +86.5% | -20.2% | +36.0% |
| 1Y | +134.4% | +100.5% | +33.9% | +85.9% |
| 3Y | +186.6% | +469.8% | -283.3% | +45.7% |
| 5Y | +102.7% | +725.7% | -623.0% | -18.3% |
| All | +102.7% | +717.1% | -614.4% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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