+129.8%
NOK vs ACWI
+226.5%
-96.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.7% |
| 7D | +9.3% | 0.0% | +9.4% | +9.3% |
| 30D | +17.9% | -0.6% | +18.4% | +18.6% |
| 3M | -22.3% | +4.3% | -26.6% | -25.1% |
| 6M | +36.4% | +12.7% | +23.7% | +22.3% |
| YTD | +66.3% | +13.9% | +52.4% | +47.5% |
| 1Y | +134.4% | +20.5% | +113.9% | +96.4% |
| 3Y | +186.6% | +76.5% | +110.1% | +60.8% |
| 5Y | +102.7% | +67.5% | +35.2% | +20.7% |
| 10Y | +129.8% | +231.8% | -102.0% | -38.8% |
| All | +129.8% | +226.5% | -96.7% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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