-50.4%
ORCL vs NOK
+19.9%
-70.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.8% |
| 7D | -6.5% | -2.7% | -3.8% | -5.7% |
| 30D | -16.6% | -20.4% | +3.8% | -10.7% |
| 3M | -21.6% | -9.6% | -12.0% | -19.1% |
| 6M | -39.4% | -35.6% | -3.7% | -32.0% |
| YTD | -38.7% | +27.5% | -66.2% | -38.0% |
| 1Y | -50.4% | +18.4% | -68.7% | -49.9% |
| All | -50.4% | +19.9% | -70.3% | -49.9% |
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 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