+152.6%
NOK vs ACWI
+74.5%
+78.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.6% | +4.2% | +3.5% |
| 7D | -1.4% | +0.3% | -1.8% | -1.5% |
| 30D | -21.0% | -2.8% | -18.2% | -17.5% |
| 3M | -12.6% | -3.2% | -9.5% | -8.1% |
| 6M | -36.2% | +1.3% | -37.5% | -35.2% |
| YTD | +26.4% | +11.2% | +15.2% | +18.1% |
| 1Y | +19.6% | +13.8% | +5.8% | +9.6% |
| 3Y | +152.6% | +76.2% | +76.4% | +23.3% |
| All | +152.6% | +74.5% | +78.1% | +23.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling