-55.9%
NOK vs ACWI
+330.0%
-385.8%
-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 | -10.5% | -2.4% | -8.2% | -7.9% |
| 30D | -27.9% | -5.2% | -22.7% | -22.8% |
| 3M | -18.8% | -4.8% | -13.9% | -13.2% |
| 6M | -41.9% | -1.3% | -40.6% | -39.5% |
| YTD | +18.4% | +8.4% | +10.0% | +11.1% |
| 1Y | +10.9% | +11.0% | -0.2% | +1.3% |
| 3Y | +137.9% | +70.6% | +67.3% | +33.3% |
| 5Y | +47.8% | +55.3% | -7.5% | -7.2% |
| 10Y | +116.4% | +223.2% | -106.8% | -41.9% |
| All | -55.9% | +330.0% | -385.8% | -91.5% |
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