+565.7%
AMZN vs NOK
+144.6%
+421.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.8% | -2.9% | +1.0% |
| 7D | -0.7% | +11.0% | -11.6% | -2.7% |
| 30D | -3.9% | +7.8% | -11.8% | -5.5% |
| 3M | +6.3% | -21.0% | +27.3% | +10.0% |
| 6M | +20.8% | +40.9% | -20.1% | +8.7% |
| YTD | +11.2% | +72.0% | -60.8% | -4.6% |
| 1Y | +11.7% | +140.9% | -129.2% | -12.3% |
| 3Y | +79.4% | +194.3% | -114.8% | +32.5% |
| 5Y | +48.0% | +112.5% | -64.5% | +16.6% |
| All | +565.7% | +144.6% | +421.1% | +373.1% |
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