+270.3%
ORCL vs NOK
+127.4%
+142.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.2% | -0.8% |
| 7D | +8.0% | +5.4% | +2.6% | +6.7% |
| 30D | -4.0% | -14.1% | +10.2% | -0.8% |
| 3M | -19.5% | -23.6% | +4.1% | -14.9% |
| 6M | -33.5% | -45.1% | +11.7% | -25.5% |
| YTD | -34.8% | +24.7% | -59.6% | -38.1% |
| 1Y | -41.6% | +19.0% | -60.6% | -44.2% |
| 3Y | +13.8% | +147.0% | -133.3% | -7.7% |
| 5Y | +43.4% | +58.2% | -14.8% | +25.7% |
| All | +270.3% | +127.4% | +142.8% | +173.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling