+60.7%
NOK vs OPEN
-94.8%
+155.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.6% | +1.1% | -2.3% |
| 7D | +5.4% | -15.0% | +20.4% | +6.6% |
| 30D | -14.1% | -40.2% | +26.1% | -11.3% |
| 3M | -23.6% | -67.4% | +43.8% | -17.6% |
| 6M | -45.1% | -74.0% | +28.9% | -39.9% |
| YTD | +24.7% | -79.6% | +104.3% | +37.7% |
| 1Y | +19.0% | -86.1% | +105.1% | +34.6% |
| 3Y | +147.0% | -41.4% | +188.4% | +121.2% |
| All | +60.7% | -94.8% | +155.6% | +82.1% |
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