-11.0%
SHOP vs NOK
+131.4%
-142.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | -0.2% |
| 7D | -13.2% | +8.7% | -21.9% | -13.2% |
| 30D | -17.0% | +12.5% | -29.5% | -17.0% |
| 3M | +17.0% | -20.7% | +37.8% | +17.8% |
| 6M | -2.1% | +36.2% | -38.3% | -8.7% |
| YTD | -21.4% | +64.1% | -85.5% | -28.8% |
| 1Y | -11.0% | +132.4% | -143.4% | -24.2% |
| All | -11.0% | +131.4% | -142.3% | -24.2% |
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 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