-42.2%
NOK vs ACWI
+356.8%
-399.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | -1.8% | +0.5% | -2.3% | -2.3% |
| 30D | +4.7% | +0.9% | +3.8% | +3.8% |
| 3M | -39.7% | +2.4% | -42.0% | -40.5% |
| 6M | +23.1% | +12.4% | +10.7% | +9.7% |
| YTD | +55.0% | +15.2% | +39.9% | +34.5% |
| 1Y | +118.0% | +22.7% | +95.3% | +76.3% |
| 3Y | +170.5% | +75.8% | +94.7% | +45.1% |
| 5Y | +84.9% | +67.7% | +17.1% | +5.4% |
| 10Y | +112.0% | +229.0% | -117.0% | -44.6% |
| All | -42.2% | +356.8% | -399.1% | -89.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling