+140.9%
NOK vs AHR
+26.4%
+114.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.9% | +5.7% | +4.6% |
| 7D | +11.0% | -2.1% | +13.1% | +10.4% |
| 30D | +7.8% | +1.9% | +6.0% | +8.4% |
| 3M | -21.0% | +15.7% | -36.7% | -20.5% |
| 6M | +40.9% | +2.5% | +38.4% | +42.0% |
| YTD | +72.0% | +15.0% | +57.0% | +75.6% |
| 1Y | +140.9% | +28.1% | +112.8% | +142.1% |
| All | +140.9% | +26.4% | +114.5% | +142.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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