+39.2%
XLK vs NOK
+143.5%
-104.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.8% | -3.5% | +0.3% |
| 7D | +0.2% | +11.0% | -10.8% | -2.1% |
| 30D | -0.6% | +7.8% | -8.5% | -2.3% |
| 3M | +2.6% | -21.0% | +23.6% | +6.1% |
| 6M | +34.0% | +40.9% | -6.9% | +28.3% |
| YTD | +30.7% | +72.0% | -41.4% | +22.3% |
| 1Y | +39.2% | +140.9% | -101.7% | +31.0% |
| All | +39.2% | +143.5% | -104.3% | +31.0% |
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 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