+155.5%
NOK vs OPEN
-70.7%
+226.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.6% | +2.0% | +2.6% |
| 7D | -1.8% | -4.3% | +2.5% | -1.5% |
| 30D | +4.7% | -16.2% | +20.9% | +5.8% |
| 3M | -39.7% | -36.4% | -3.3% | -37.9% |
| 6M | +23.1% | -35.5% | +58.5% | +26.1% |
| YTD | +55.0% | -46.0% | +101.0% | +59.7% |
| 1Y | +118.0% | -47.1% | +165.2% | +119.5% |
| 3Y | +170.5% | -19.0% | +189.5% | +145.7% |
| 5Y | +84.9% | -83.6% | +168.4% | +68.8% |
| All | +155.5% | -70.7% | +226.2% | +135.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling