+105.5%
NOK vs O
+15.0%
+90.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.5% |
| 7D | +9.3% | -2.3% | +11.6% | +10.0% |
| 30D | +17.9% | -2.4% | +20.3% | +18.6% |
| 3M | -22.3% | -0.6% | -21.7% | -22.8% |
| 6M | +36.4% | -5.0% | +41.4% | +37.8% |
| YTD | +66.3% | +10.4% | +55.9% | +58.5% |
| 1Y | +134.4% | +6.6% | +127.9% | +125.9% |
| 3Y | +186.6% | +28.4% | +158.2% | +150.5% |
| All | +105.5% | +15.0% | +90.4% | +86.9% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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