+1,315.3%
AMAT vs NOK
+128.4%
+1,186.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +6.8% | +4.6% | +9.0% |
| 7D | -1.1% | -1.4% | +0.4% | -0.1% |
| 30D | -26.9% | -21.0% | -5.9% | -20.6% |
| 3M | -31.2% | -12.6% | -18.6% | -28.0% |
| 6M | -14.7% | -36.2% | +21.5% | -1.4% |
| YTD | +44.7% | +26.4% | +18.3% | +34.9% |
| 1Y | +62.0% | +19.6% | +42.4% | +53.2% |
| 3Y | +165.0% | +152.6% | +12.4% | +91.5% |
| 5Y | +147.1% | +57.3% | +89.8% | +106.0% |
| 10Y | +1,315.3% | +123.8% | +1,191.5% | +862.8% |
| All | +1,315.3% | +128.4% | +1,186.9% | +862.8% |
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