+226.8%
SOXX vs NOK
+195.7%
+31.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.8% | -2.9% | +0.1% |
| 7D | +1.4% | +11.0% | -9.6% | -2.4% |
| 30D | -3.6% | +7.8% | -11.4% | -6.2% |
| 3M | -10.2% | -21.0% | +10.9% | -3.5% |
| 6M | +54.2% | +40.9% | +13.4% | +42.4% |
| YTD | +75.2% | +72.0% | +3.2% | +53.3% |
| 1Y | +107.5% | +140.9% | -33.4% | +61.0% |
| 3Y | +226.8% | +194.3% | +32.5% | +155.7% |
| All | +226.8% | +195.7% | +31.1% | +155.7% |
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