+379.1%
V vs NOK
+144.6%
+234.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.8% | -3.9% | +0.2% |
| 7D | -1.2% | +11.0% | -12.2% | -2.8% |
| 30D | +3.1% | +7.8% | -4.8% | +1.8% |
| 3M | +16.3% | -21.0% | +37.3% | +19.6% |
| 6M | +20.4% | +40.9% | -20.5% | +10.0% |
| YTD | +6.3% | +72.0% | -65.8% | -6.7% |
| 1Y | +8.7% | +140.9% | -132.2% | -11.4% |
| 3Y | +53.3% | +194.3% | -141.0% | +18.2% |
| 5Y | +71.1% | +112.5% | -41.5% | +39.1% |
| All | +379.1% | +144.6% | +234.6% | +227.9% |
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