+102.7%
NOK vs OPEN
-84.0%
+186.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.3% | +1.2% |
| 7D | +9.3% | -2.9% | +12.3% | +9.6% |
| 30D | +17.9% | -13.8% | +31.6% | +19.0% |
| 3M | -22.3% | -30.9% | +8.6% | -20.3% |
| 6M | +36.4% | -40.9% | +77.3% | +41.0% |
| YTD | +66.3% | -48.5% | +114.8% | +72.5% |
| 1Y | +134.4% | -50.9% | +185.3% | +137.5% |
| 3Y | +186.6% | -20.6% | +207.2% | +156.8% |
| 5Y | +102.7% | -84.2% | +186.8% | +91.7% |
| All | +102.7% | -84.0% | +186.6% | +91.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling