+29.3%
V vs NOK
+19.5%
+9.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.6% | +6.4% | +3.7% |
| 7D | +9.0% | -10.4% | +19.4% | +8.6% |
| 30D | +18.1% | -19.0% | +37.1% | +17.5% |
| 3M | +18.3% | -16.7% | +35.1% | +17.8% |
| 6M | +34.1% | -37.1% | +71.2% | +31.4% |
| YTD | +25.2% | +27.7% | -2.4% | +14.6% |
| 1Y | +29.3% | +21.3% | +8.0% | +17.7% |
| All | +29.3% | +19.5% | +9.8% | +17.7% |
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 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