+62.5%
T vs NOK
+127.4%
-64.9%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | +0.2% |
| 7D | +2.5% | +5.4% | -2.8% | +2.2% |
| 30D | -3.8% | -14.1% | +10.4% | -3.0% |
| 3M | -8.7% | -23.6% | +14.8% | -7.5% |
| 6M | -8.1% | -45.1% | +37.0% | -4.7% |
| YTD | -6.4% | +24.7% | -31.2% | -11.9% |
| 1Y | -9.8% | +19.0% | -28.8% | -14.6% |
| 3Y | +65.5% | +147.0% | -81.5% | +40.4% |
| 5Y | +57.0% | +58.2% | -1.2% | +40.0% |
| All | +62.5% | +127.4% | -64.9% | +30.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling