+10.2%
ORCL vs NOK
+136.5%
-126.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +0.1% |
| 7D | -11.2% | -10.5% | -0.6% | -8.6% |
| 30D | -18.8% | -27.9% | +9.0% | -12.3% |
| 3M | -18.8% | -18.8% | 0.0% | -14.6% |
| 6M | -39.7% | -41.9% | +2.2% | -32.9% |
| YTD | -39.6% | +18.4% | -58.0% | -39.4% |
| 1Y | -51.7% | +10.9% | -62.6% | -51.1% |
| 3Y | +10.2% | +137.9% | -127.7% | +4.4% |
| All | +10.2% | +136.5% | -126.3% | +4.4% |
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