+21.3%
NOK vs SPOT
+0.4%
+20.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.6% | -7.2% | -1.8% |
| 7D | -10.4% | +16.6% | -27.0% | -8.0% |
| 30D | -19.0% | +29.9% | -49.0% | -15.8% |
| 3M | -16.7% | +31.3% | -48.0% | -14.2% |
| 6M | -37.1% | +43.2% | -80.4% | -35.5% |
| YTD | +27.7% | +8.1% | +19.6% | +39.4% |
| 1Y | +21.3% | -0.3% | +21.6% | +36.9% |
| All | +21.3% | +0.4% | +20.9% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 1y: compounded portfolio wealth divided by compounded SPOT 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…
1y analysis · Full analysis span regression · 6 months rolling