+183.5%
NOK vs OPEN
-74.0%
+257.6%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.4% | +5.2% | +4.8% |
| 7D | +11.0% | -11.4% | +22.4% | +11.8% |
| 30D | +7.8% | -20.1% | +27.9% | +9.4% |
| 3M | -21.0% | -37.6% | +16.6% | -18.7% |
| 6M | +40.9% | -47.1% | +87.9% | +46.1% |
| YTD | +72.0% | -52.1% | +124.2% | +78.6% |
| 1Y | +140.9% | -73.5% | +214.4% | +156.5% |
| 3Y | +194.3% | -24.4% | +218.6% | +168.2% |
| 5Y | +112.5% | -85.1% | +197.6% | +95.4% |
| All | +183.5% | -74.0% | +257.6% | +163.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling