+1,425.2%
AMAT vs NOK
+131.9%
+1,293.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.3% | +3.8% | +5.2% |
| 7D | +7.0% | +2.2% | +4.8% | +6.6% |
| 30D | -20.6% | -14.7% | -5.8% | -15.9% |
| 3M | -24.8% | -10.6% | -14.2% | -21.9% |
| 6M | -10.7% | -39.4% | +28.6% | +4.8% |
| YTD | +54.3% | +30.4% | +23.8% | +42.3% |
| 1Y | +73.7% | +22.3% | +51.4% | +63.0% |
| 3Y | +168.4% | +157.6% | +10.8% | +92.5% |
| 5Y | +167.6% | +64.6% | +103.0% | +119.9% |
| 10Y | +1,425.2% | +132.5% | +1,292.7% | +916.5% |
| All | +1,425.2% | +131.9% | +1,293.2% | +916.5% |
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