+47.5%
ASML vs NOK
+14.5%
+33.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.9% |
| 7D | +4.9% | +5.4% | -0.4% | +2.9% |
| 30D | -9.3% | -14.1% | +4.9% | -4.2% |
| 3M | -19.0% | -23.6% | +4.6% | -11.4% |
| 6M | -5.2% | -45.1% | +39.9% | +13.4% |
| YTD | +40.6% | +24.7% | +15.9% | +40.8% |
| 1Y | +47.5% | +19.0% | +28.5% | +48.0% |
| All | +47.5% | +14.5% | +33.0% | +48.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling