+246.0%
ORCL vs NOK
+124.2%
+121.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.7% |
| 7D | -6.5% | -2.7% | -3.8% | -5.9% |
| 30D | -16.6% | -20.4% | +3.8% | -12.5% |
| 3M | -21.6% | -9.6% | -12.0% | -20.0% |
| 6M | -39.4% | -35.6% | -3.7% | -34.3% |
| YTD | -38.7% | +27.5% | -66.2% | -42.1% |
| 1Y | -50.4% | +18.4% | -68.7% | -52.5% |
| 3Y | +8.1% | +151.8% | -143.7% | -12.7% |
| 5Y | +34.5% | +61.1% | -26.6% | +17.4% |
| 10Y | +246.0% | +123.7% | +122.3% | +156.5% |
| All | +246.0% | +124.2% | +121.8% | +156.5% |
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