+17.9%
NOK vs AMC
+37.4%
-19.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -1.7% |
| 7D | +11.0% | +8.4% | +2.6% | +10.2% |
| 30D | -16.0% | +9.2% | -25.2% | -16.5% |
| 3M | -19.8% | +32.0% | -51.8% | -21.4% |
| 6M | -37.1% | +149.3% | -186.4% | -43.3% |
| YTD | +28.0% | +114.1% | -86.1% | +13.1% |
| 1Y | +17.9% | +35.8% | -17.8% | +13.0% |
| All | +17.9% | +37.4% | -19.5% | +13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling