+184.5%
NOK vs ADI
+113.1%
+71.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.8% |
| 7D | +9.3% | +2.6% | +6.7% | +8.2% |
| 30D | +17.9% | -4.6% | +22.5% | +20.2% |
| 3M | -22.3% | -9.5% | -12.8% | -18.8% |
| 6M | +36.4% | +14.8% | +21.5% | +34.0% |
| YTD | +66.3% | +35.8% | +30.5% | +56.2% |
| 1Y | +134.4% | +48.9% | +85.5% | +114.2% |
| All | +184.5% | +113.1% | +71.4% | +114.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling