+2,926.4%
V vs NOK
-41.5%
+2,967.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.7% | -3.6% | -1.5% |
| 7D | -1.7% | -1.8% | +0.1% | -1.4% |
| 30D | +2.0% | +4.7% | -2.7% | +0.9% |
| 3M | +17.4% | -39.7% | +57.0% | +27.2% |
| 6M | +17.5% | +23.1% | -5.6% | +9.2% |
| YTD | +7.6% | +55.0% | -47.4% | -4.9% |
| 1Y | +7.7% | +118.0% | -110.3% | -12.2% |
| 3Y | +54.7% | +170.5% | -115.8% | +18.3% |
| 5Y | +73.0% | +84.9% | -11.8% | +41.9% |
| 10Y | +390.9% | +112.0% | +278.9% | +253.3% |
| All | +2,926.4% | -41.5% | +2,967.9% | +2,593.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling