+82.6%
NOK vs AMC
-98.1%
+180.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.3% | -1.7% | +2.2% |
| 7D | -1.8% | +2.3% | -4.1% | -2.0% |
| 30D | +4.7% | -0.7% | +5.4% | +4.7% |
| 3M | -39.7% | +35.2% | -74.9% | -42.6% |
| 6M | +23.1% | +124.6% | -101.5% | +9.7% |
| YTD | +55.0% | +69.9% | -14.8% | +41.9% |
| 1Y | +118.0% | -2.6% | +120.6% | +111.3% |
| 3Y | +170.5% | -79.8% | +250.3% | +184.8% |
| 5Y | +84.9% | -99.4% | +184.3% | +150.9% |
| 10Y | +112.0% | -98.9% | +210.9% | +75.4% |
| All | +82.6% | -98.1% | +180.7% | +24.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling