+184.5%
NOK vs AEIS
+172.0%
+12.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.4% |
| 7D | +9.3% | +6.5% | +2.9% | +7.2% |
| 30D | +17.9% | -9.2% | +27.0% | +21.3% |
| 3M | -22.3% | -8.3% | -14.0% | -20.2% |
| 6M | +36.4% | -6.3% | +42.7% | +38.7% |
| YTD | +66.3% | +36.5% | +29.8% | +55.1% |
| 1Y | +134.4% | +84.8% | +49.7% | +103.8% |
| All | +184.5% | +172.0% | +12.4% | +110.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling