+124.8%
AAPL vs NOK
+99.4%
+25.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.3% | +4.9% | +3.8% |
| 7D | -0.5% | +8.7% | -9.2% | -2.2% |
| 30D | +7.1% | +12.5% | -5.4% | +4.2% |
| 3M | +12.1% | -20.7% | +32.8% | +16.4% |
| 6M | +25.4% | +36.2% | -10.7% | +9.2% |
| YTD | +20.5% | +64.1% | -43.7% | -1.4% |
| 1Y | +44.5% | +132.4% | -87.9% | +2.1% |
| 3Y | +85.8% | +182.9% | -97.1% | +20.1% |
| 5Y | +124.8% | +102.8% | +22.0% | +70.0% |
| All | +124.8% | +99.4% | +25.4% | +70.0% |
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