+102.7%
NOK vs ON
+57.7%
+44.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.2% | +1.1% |
| 7D | +9.3% | -1.9% | +11.2% | +9.8% |
| 30D | +17.9% | -11.0% | +28.9% | +21.7% |
| 3M | -22.3% | -39.3% | +17.0% | -11.7% |
| 6M | +36.4% | +19.8% | +16.5% | +34.2% |
| YTD | +66.3% | +31.1% | +35.2% | +60.0% |
| 1Y | +134.4% | +46.0% | +88.4% | +118.8% |
| 3Y | +186.6% | -27.5% | +214.1% | +199.9% |
| 5Y | +102.7% | +56.9% | +45.8% | +70.2% |
| All | +102.7% | +57.7% | +44.9% | +70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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