+110.1%
V vs NOK
+65.1%
+44.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.7% | +0.3% |
| 7D | -2.3% | +2.2% | -4.5% | -2.6% |
| 30D | +9.5% | -14.7% | +24.3% | +11.1% |
| 3M | +17.5% | -10.6% | +28.1% | +17.7% |
| 6M | +32.2% | -39.4% | +71.5% | +37.7% |
| YTD | +22.3% | +30.4% | -8.2% | +7.4% |
| 1Y | +26.8% | +22.3% | +4.5% | +12.8% |
| 3Y | +77.5% | +157.6% | -80.1% | +23.1% |
| 5Y | +110.1% | +64.6% | +45.5% | +71.3% |
| All | +110.1% | +65.1% | +44.9% | +71.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling