+102.7%
NOK vs ONTO
+268.0%
-165.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.2% |
| 7D | +9.3% | +9.4% | 0.0% | +7.2% |
| 30D | +17.9% | -4.4% | +22.3% | +18.9% |
| 3M | -22.3% | +1.6% | -23.9% | -22.7% |
| 6M | +36.4% | +45.3% | -8.9% | +27.4% |
| YTD | +66.3% | +76.4% | -10.1% | +50.0% |
| 1Y | +134.4% | +167.2% | -32.7% | +95.1% |
| 3Y | +186.6% | +116.6% | +70.0% | +118.9% |
| 5Y | +102.7% | +263.7% | -161.0% | +23.1% |
| All | +102.7% | +268.0% | -165.3% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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