+69.2%
NOK vs Q
+78.4%
-9.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.7% | +0.3% |
| 7D | +9.3% | +6.6% | +2.7% | +6.7% |
| 30D | +17.9% | -6.6% | +24.4% | +21.0% |
| 3M | -22.3% | -13.2% | -9.1% | -17.5% |
| 6M | +36.4% | +9.9% | +26.4% | +38.6% |
| YTD | +66.3% | +53.9% | +12.4% | +63.7% |
| All | +69.2% | +78.4% | -9.2% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 3y: compounded portfolio wealth divided by compounded Q 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…
3y analysis · Full analysis span regression · 6 months rolling