+527.5%
APP vs NOK
+118.1%
+409.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.5% | +6.5% | +4.7% |
| 7D | +4.6% | +5.4% | -0.8% | +2.9% |
| 30D | +56.0% | -14.1% | +70.2% | +61.9% |
| 3M | +30.8% | -23.6% | +54.4% | +39.3% |
| 6M | -9.8% | -45.1% | +35.3% | +5.6% |
| YTD | -39.3% | +24.7% | -64.0% | -53.5% |
| 1Y | -26.4% | +19.0% | -45.5% | -42.4% |
| 3Y | +887.9% | +147.0% | +740.9% | +357.4% |
| 5Y | +264.1% | +58.2% | +205.9% | +138.3% |
| All | +527.5% | +118.1% | +409.4% | +264.8% |
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