+360.5%
SOXX vs NOK
+19.5%
+341.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.6% | -0.5% | -2.3% |
| 7D | +158.9% | -10.4% | +169.3% | +169.8% |
| 30D | +129.2% | -19.0% | +148.2% | +148.8% |
| 3M | +149.7% | -16.7% | +166.4% | +166.0% |
| 6M | +193.4% | -37.1% | +230.6% | +256.9% |
| YTD | +351.0% | +27.7% | +323.4% | +356.2% |
| 1Y | +360.5% | +21.3% | +339.2% | +372.9% |
| All | +360.5% | +19.5% | +341.0% | +372.9% |
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