+184.5%
NOK vs IBN
+25.8%
+158.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.8% | +1.4% |
| 7D | +9.3% | -5.1% | +14.5% | +10.5% |
| 30D | +17.9% | -3.5% | +21.4% | +18.7% |
| 3M | -22.3% | +11.3% | -33.6% | -24.1% |
| 6M | +36.4% | +4.4% | +31.9% | +34.8% |
| YTD | +66.3% | -1.8% | +68.1% | +66.6% |
| 1Y | +134.4% | -8.0% | +142.4% | +137.7% |
| All | +184.5% | +25.8% | +158.6% | +192.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling