-43.3%
ORCL vs NOK
+20.3%
-63.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -0.3% |
| 7D | +10.4% | +11.0% | -0.6% | +6.6% |
| 30D | -11.2% | -16.0% | +4.8% | -6.4% |
| 3M | -16.8% | -19.8% | +3.0% | -11.3% |
| 6M | -31.5% | -37.1% | +5.7% | -23.0% |
| YTD | -33.9% | +28.0% | -61.9% | -33.5% |
| 1Y | -43.3% | +17.9% | -61.2% | -44.1% |
| All | -43.3% | +20.3% | -63.6% | -44.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling