+115.1%
NOK vs KR
+52.3%
+62.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +2.7% | +2.1% | +4.9% |
| 7D | +11.0% | -0.2% | +11.1% | +11.0% |
| 30D | +7.8% | +5.1% | +2.8% | +8.0% |
| 3M | -21.0% | -8.2% | -12.9% | -20.9% |
| 6M | +40.9% | -18.0% | +58.9% | +41.1% |
| YTD | +72.0% | -4.8% | +76.8% | +71.8% |
| 1Y | +140.9% | -11.0% | +151.9% | +141.0% |
| 3Y | +194.3% | +37.7% | +156.6% | +187.5% |
| All | +115.1% | +52.3% | +62.8% | +107.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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