-6.4%
T vs NOK
+19.5%
-26.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.6% | +4.7% | +1.7% |
| 7D | +5.5% | -10.4% | +15.9% | +4.1% |
| 30D | -8.9% | -19.0% | +10.1% | -10.6% |
| 3M | -5.6% | -16.7% | +11.2% | -6.8% |
| 6M | -14.3% | -37.1% | +22.9% | -16.2% |
| YTD | -7.9% | +27.7% | -35.6% | -3.0% |
| 1Y | -6.4% | +21.3% | -27.7% | -0.8% |
| All | -6.4% | +19.5% | -26.0% | -0.8% |
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