+3,297.7%
V vs NOK
-51.7%
+3,349.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | -0.4% | +11.0% | -11.3% | -2.3% |
| 30D | +6.3% | -16.0% | +22.3% | +9.0% |
| 3M | +17.2% | -19.8% | +36.9% | +20.3% |
| 6M | +29.2% | -37.1% | +66.4% | +36.0% |
| YTD | +20.8% | +28.0% | -7.2% | +9.1% |
| 1Y | +25.0% | +17.9% | +7.1% | +14.6% |
| 3Y | +75.3% | +152.7% | -77.4% | +33.6% |
| 5Y | +105.8% | +62.3% | +43.6% | +70.7% |
| 10Y | +451.9% | +128.1% | +323.8% | +284.6% |
| All | +3,297.7% | -51.7% | +3,349.4% | +2,991.1% |
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