+140.9%
NOK vs AEIS
+81.9%
+59.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +4.9% | -0.1% | +2.8% |
| 7D | +11.0% | +2.3% | +8.7% | +10.0% |
| 30D | +7.8% | -14.8% | +22.7% | +14.5% |
| 3M | -21.0% | -15.6% | -5.4% | -16.4% |
| 6M | +40.9% | -8.7% | +49.6% | +45.1% |
| YTD | +72.0% | +37.3% | +34.7% | +62.2% |
| 1Y | +140.9% | +80.3% | +60.6% | +120.2% |
| All | +140.9% | +81.9% | +59.0% | +120.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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