-7.5%
T vs NOK
+143.5%
-151.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.8% | -2.8% | +2.3% |
| 7D | +1.5% | +11.0% | -9.5% | +2.3% |
| 30D | +7.5% | +7.8% | -0.4% | +8.1% |
| 3M | +14.8% | -21.0% | +35.8% | +14.0% |
| 6M | -1.7% | +40.9% | -42.6% | +0.9% |
| YTD | +8.7% | +72.0% | -63.3% | +11.9% |
| 1Y | -7.5% | +140.9% | -148.4% | -6.9% |
| All | -7.5% | +143.5% | -151.0% | -6.9% |
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