+27.7%
V vs NOK
+14.5%
+13.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.5% | +3.8% | +1.2% |
| 7D | +0.9% | +5.4% | -4.4% | +1.1% |
| 30D | +9.0% | -14.1% | +23.1% | +8.6% |
| 3M | +16.7% | -23.6% | +40.3% | +16.1% |
| 6M | +33.4% | -45.1% | +78.6% | +32.5% |
| YTD | +22.4% | +24.7% | -2.4% | +11.7% |
| 1Y | +27.7% | +19.0% | +8.7% | +16.9% |
| All | +27.7% | +14.5% | +13.2% | +16.9% |
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