+506.6%
APP vs NOK
+122.9%
+383.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.8% |
| 7D | +61.1% | -2.7% | +63.8% | +61.1% |
| 30D | +42.8% | -20.4% | +63.1% | +52.1% |
| 3M | +16.7% | -9.6% | +26.3% | +16.5% |
| 6M | -15.6% | -35.6% | +20.1% | -8.2% |
| YTD | -41.3% | +27.5% | -68.8% | -55.3% |
| 1Y | -39.3% | +18.4% | -57.6% | -52.0% |
| 3Y | +803.2% | +151.8% | +651.4% | +316.5% |
| 5Y | +313.2% | +61.1% | +252.0% | +169.1% |
| All | +506.6% | +122.9% | +383.7% | +250.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling