+21.3%
NOK vs SYK
-4.2%
+25.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +9.4% | -12.0% | +1.3% |
| 7D | -10.4% | +11.7% | -22.1% | -5.9% |
| 30D | -19.0% | +19.1% | -38.1% | -11.9% |
| 3M | -16.7% | +1.4% | -18.2% | -14.5% |
| 6M | -37.1% | +17.4% | -54.6% | -32.4% |
| YTD | +27.7% | -2.5% | +30.2% | +42.8% |
| 1Y | +21.3% | -5.3% | +26.6% | +34.2% |
| All | +21.3% | -4.2% | +25.4% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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