+68.3%
V vs NOK
+101.6%
-33.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.2% | -7.9% | -2.5% |
| 7D | -1.1% | +7.3% | -8.3% | -2.0% |
| 30D | +1.9% | +13.8% | -11.9% | -0.1% |
| 3M | +15.5% | -27.0% | +42.5% | +20.2% |
| 6M | +16.6% | +37.6% | -21.0% | +4.9% |
| YTD | +5.7% | +64.6% | -58.9% | -8.8% |
| 1Y | +8.6% | +132.0% | -123.5% | -15.4% |
| 3Y | +52.5% | +183.7% | -131.1% | +10.3% |
| All | +68.3% | +101.6% | -33.3% | +35.0% |
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 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