+8.0%
NOW vs NOK
+86.7%
-78.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.7% | -5.6% | -3.4% |
| 7D | -2.4% | -1.8% | -0.6% | -2.1% |
| 30D | +20.5% | +4.7% | +15.8% | +19.1% |
| 3M | +18.3% | -39.7% | +58.0% | +30.3% |
| 6M | +24.1% | +23.1% | +1.0% | +9.7% |
| YTD | -7.8% | +55.0% | -62.8% | -24.7% |
| 1Y | -21.4% | +118.0% | -139.4% | -44.8% |
| 3Y | +19.5% | +170.5% | -151.0% | -27.7% |
| All | +8.0% | +86.7% | -78.7% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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