+358.8%
APP vs NOK
+98.3%
+260.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.2% | -8.8% | -4.9% |
| 7D | +0.1% | +7.3% | -7.2% | -2.6% |
| 30D | -10.0% | +13.8% | -23.8% | -14.8% |
| 3M | -44.6% | -27.0% | -17.6% | -38.6% |
| 6M | -37.9% | +37.6% | -75.5% | -51.4% |
| YTD | -53.7% | +64.6% | -118.3% | -67.2% |
| 1Y | -43.0% | +132.0% | -175.0% | -68.3% |
| 3Y | +640.8% | +183.7% | +457.1% | +243.5% |
| 5Y | +358.8% | +101.3% | +257.5% | +196.3% |
| All | +358.8% | +98.3% | +260.6% | +196.3% |
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