+220.2%
NOK vs AHR
+357.7%
-137.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.6% | +1.0% |
| 7D | +9.3% | -4.3% | +13.7% | +9.3% |
| 30D | +17.9% | -3.1% | +20.9% | +17.8% |
| 3M | -22.3% | +15.7% | -38.0% | -23.2% |
| 6M | +36.4% | +4.1% | +32.3% | +36.0% |
| YTD | +66.3% | +15.4% | +50.9% | +64.2% |
| 1Y | +134.4% | +28.0% | +106.5% | +128.2% |
| All | +220.2% | +357.7% | -137.5% | +187.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling