+66.9%
T vs NOK
+133.4%
-66.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.7% |
| 7D | -2.4% | +8.7% | -11.1% | -3.1% |
| 30D | +4.3% | +12.5% | -8.2% | +3.2% |
| 3M | +11.6% | -20.7% | +32.3% | +13.3% |
| 6M | -5.6% | +36.2% | -41.7% | -10.2% |
| YTD | +6.6% | +64.1% | -57.6% | -1.0% |
| 1Y | -8.4% | +132.4% | -140.8% | -18.9% |
| 3Y | +107.8% | +182.9% | -75.0% | +77.3% |
| 5Y | +68.3% | +102.8% | -34.5% | +48.4% |
| All | +66.9% | +133.4% | -66.4% | +33.4% |
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