+1,557.1%
ASML vs NOK
+127.4%
+1,429.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.7% |
| 7D | +4.9% | +5.4% | -0.4% | +3.1% |
| 30D | -9.3% | -14.1% | +4.9% | -4.6% |
| 3M | -19.0% | -23.6% | +4.6% | -11.9% |
| 6M | -5.2% | -45.1% | +39.9% | +13.4% |
| YTD | +40.6% | +24.7% | +15.9% | +27.4% |
| 1Y | +47.5% | +19.0% | +28.5% | +35.4% |
| 3Y | +133.9% | +147.0% | -13.2% | +62.6% |
| 5Y | +83.8% | +58.2% | +25.6% | +47.5% |
| All | +1,557.1% | +127.4% | +1,429.7% | +946.1% |
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