+147.0%
NOK vs ACI
-31.5%
+178.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.8% | -2.6% |
| 7D | +5.4% | +2.3% | +3.1% | +5.5% |
| 30D | -14.1% | +1.2% | -15.4% | -14.1% |
| 3M | -23.6% | +6.8% | -30.4% | -23.4% |
| 6M | -45.1% | -18.7% | -26.4% | -44.3% |
| YTD | +24.7% | -20.2% | +44.9% | +26.2% |
| 1Y | +19.0% | -23.7% | +42.8% | +21.3% |
| 3Y | +147.0% | -31.6% | +178.7% | +144.4% |
| All | +147.0% | -31.5% | +178.5% | +144.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 3y: compounded portfolio wealth divided by compounded ACI 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…
3y analysis · Full analysis span regression · 6 months rolling