+1,278.0%
AAPL vs NOK
+144.6%
+1,133.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.8% | -3.1% | +0.7% |
| 7D | +3.8% | +11.0% | -7.1% | +1.5% |
| 30D | +9.9% | +7.8% | +2.1% | +7.9% |
| 3M | +12.5% | -21.0% | +33.5% | +16.9% |
| 6M | +27.6% | +40.9% | -13.3% | +12.9% |
| YTD | +22.6% | +72.0% | -49.5% | +2.6% |
| 1Y | +45.0% | +140.9% | -95.9% | +9.3% |
| 3Y | +87.8% | +194.3% | -106.5% | +32.2% |
| 5Y | +128.7% | +112.5% | +16.1% | +73.5% |
| All | +1,278.0% | +144.6% | +1,133.4% | +794.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling