+268.9%
AMAT vs NOK
+98.3%
+170.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +6.2% | -2.2% | +1.2% |
| 7D | +7.0% | +7.3% | -0.2% | +3.7% |
| 30D | -12.2% | +13.8% | -26.0% | -17.3% |
| 3M | -3.8% | -27.0% | +23.2% | +9.4% |
| 6M | +45.9% | +37.6% | +8.3% | +25.9% |
| YTD | +84.6% | +64.6% | +20.0% | +47.0% |
| 1Y | +193.4% | +132.0% | +61.3% | +90.4% |
| 3Y | +228.1% | +183.7% | +44.4% | +83.6% |
| 5Y | +268.9% | +101.3% | +167.6% | +165.2% |
| All | +268.9% | +98.3% | +170.7% | +165.2% |
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