+166,619.3%
AAPL vs NOK
+1,738.9%
+164,880.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | -3.0% | +9.3% | -12.3% | -5.3% |
| 30D | +2.3% | +17.9% | -15.6% | -2.5% |
| 3M | +8.6% | -22.3% | +30.9% | +13.8% |
| 6M | +21.6% | +36.4% | -14.8% | +7.0% |
| YTD | +16.3% | +66.3% | -50.0% | -3.4% |
| 1Y | +35.1% | +134.4% | -99.4% | +0.4% |
| 3Y | +79.4% | +186.6% | -107.2% | +23.7% |
| 5Y | +109.8% | +102.7% | +7.2% | +57.9% |
| 10Y | +1,237.1% | +129.8% | +1,107.3% | +768.7% |
| All | +166,619.3% | +1,738.9% | +164,880.4% | +42,362.6% |
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