+140.9%
NOK vs ADI
+54.8%
+86.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.9% | -0.1% | +1.6% |
| 7D | +11.0% | +4.6% | +6.4% | +7.8% |
| 30D | +7.8% | -1.2% | +9.0% | +8.7% |
| 3M | -21.0% | -7.8% | -13.2% | -16.9% |
| 6M | +40.9% | +19.3% | +21.5% | +40.9% |
| YTD | +72.0% | +40.9% | +31.1% | +72.2% |
| 1Y | +140.9% | +54.5% | +86.4% | +140.5% |
| All | +140.9% | +54.8% | +86.1% | +140.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 1y: compounded portfolio wealth divided by compounded ADI 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…
1y analysis · Full analysis span regression · 6 months rolling