+1,559.3%
ASML vs NOK
+133.3%
+1,425.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.9% | -0.5% | -1.8% |
| 7D | +10.4% | +11.0% | -0.6% | +6.6% |
| 30D | -12.7% | -16.0% | +3.3% | -7.6% |
| 3M | -17.2% | -19.8% | +2.6% | -11.3% |
| 6M | -1.3% | -37.1% | +35.8% | +12.9% |
| YTD | +40.8% | +28.0% | +12.8% | +26.5% |
| 1Y | +45.2% | +17.9% | +27.3% | +33.6% |
| 3Y | +131.8% | +152.7% | -20.9% | +60.0% |
| 5Y | +84.0% | +62.3% | +21.7% | +46.4% |
| All | +1,559.3% | +133.3% | +1,425.9% | +938.5% |
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