+368.8%
ORCL vs NOK
+127.4%
+241.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.6% | -0.8% |
| 7D | +10.9% | +9.3% | +1.5% | +8.9% |
| 30D | +7.0% | +17.9% | -10.8% | +3.4% |
| 3M | -21.2% | -22.3% | +1.1% | -17.8% |
| 6M | +7.4% | +36.4% | -29.0% | +0.1% |
| YTD | -16.3% | +66.3% | -82.6% | -25.1% |
| 1Y | -32.3% | +134.4% | -166.7% | -43.9% |
| 3Y | +32.6% | +186.6% | -154.0% | +4.2% |
| 5Y | +93.1% | +102.7% | -9.6% | +60.5% |
| 10Y | +368.8% | +129.8% | +239.0% | +245.9% |
| All | +368.8% | +127.4% | +241.4% | +245.9% |
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