+33.3%
ORCL vs NOK
+185.1%
-151.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.2% | -3.8% | +1.1% |
| 7D | +15.0% | +7.3% | +7.8% | +13.3% |
| 30D | +10.5% | +13.8% | -3.2% | +7.6% |
| 3M | -23.0% | -27.0% | +4.0% | -19.5% |
| 6M | +7.0% | +37.6% | -30.6% | +2.0% |
| YTD | -15.8% | +64.6% | -80.4% | -21.9% |
| 1Y | -31.1% | +132.0% | -163.1% | -39.9% |
| 3Y | +33.3% | +183.7% | -150.4% | +19.2% |
| All | +33.3% | +185.1% | -151.8% | +19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling