+199.0%
AMD vs NOK
+45.3%
+153.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.7% | +8.4% | +9.5% |
| 7D | -11.0% | -10.5% | -0.5% | -4.7% |
| 30D | -30.5% | -27.9% | -2.6% | -16.5% |
| 3M | -8.2% | -18.8% | +10.5% | +2.9% |
| 6M | +6.6% | -41.9% | +48.5% | +40.5% |
| YTD | +109.7% | +18.4% | +91.3% | +88.4% |
| 1Y | +88.9% | +10.9% | +78.1% | +75.9% |
| 3Y | +301.8% | +137.9% | +163.9% | +111.8% |
| All | +199.0% | +45.3% | +153.8% | +154.2% |
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