+7.7%
V vs NOK
+123.4%
-115.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.7% | -3.6% | -0.9% |
| 7D | -1.7% | -1.8% | +0.1% | -1.7% |
| 30D | +2.0% | +4.7% | -2.7% | +2.0% |
| 3M | +17.4% | -39.7% | +57.0% | +18.2% |
| 6M | +17.5% | +23.1% | -5.6% | +12.5% |
| YTD | +7.6% | +55.0% | -47.4% | +2.4% |
| 1Y | +7.7% | +118.0% | -110.3% | -3.0% |
| All | +7.7% | +123.4% | -115.7% | -3.0% |
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