+48.5%
AMZN vs NOK
+112.2%
-63.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.8% | -2.9% | +0.8% |
| 7D | -0.7% | +11.0% | -11.6% | -3.1% |
| 30D | -3.9% | +7.8% | -11.8% | -5.9% |
| 3M | +6.3% | -21.0% | +27.3% | +11.2% |
| 6M | +20.8% | +40.9% | -20.1% | +2.6% |
| YTD | +11.2% | +72.0% | -60.8% | -12.2% |
| 1Y | +11.7% | +140.9% | -129.2% | -24.6% |
| 3Y | +79.4% | +194.3% | -114.8% | +7.9% |
| All | +48.5% | +112.2% | -63.6% | +7.0% |
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