+73.7%
AMAT vs NOK
+22.3%
+51.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.3% | +3.8% | +4.8% |
| 7D | +7.0% | +2.2% | +4.8% | +6.3% |
| 30D | -20.6% | -14.7% | -5.8% | -14.1% |
| 3M | -24.8% | -10.6% | -14.2% | -21.1% |
| 6M | -10.7% | -39.4% | +28.6% | +9.6% |
| YTD | +54.3% | +30.4% | +23.8% | +60.2% |
| 1Y | +73.7% | +22.3% | +51.4% | +81.7% |
| All | +73.7% | +22.3% | +51.4% | +81.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling