+123.8%
NOK vs AMC
-98.6%
+222.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +8.3% | -1.5% | +5.9% |
| 7D | -1.4% | +6.6% | -8.0% | -2.1% |
| 30D | -21.0% | +14.1% | -35.1% | -22.1% |
| 3M | -12.6% | +31.3% | -43.9% | -15.3% |
| 6M | -36.2% | +126.7% | -162.9% | -42.8% |
| YTD | +26.4% | +117.9% | -91.5% | +12.8% |
| 1Y | +19.6% | +41.1% | -21.5% | +11.5% |
| 3Y | +152.6% | -61.0% | +213.5% | +151.8% |
| 5Y | +57.3% | -99.1% | +156.4% | +104.8% |
| 10Y | +123.8% | -98.7% | +222.5% | +65.3% |
| All | +123.8% | -98.6% | +222.4% | +65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling