+118.0%
NOK vs AMIX
-81.0%
+199.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.9% | +4.6% | +2.7% |
| 7D | -1.8% | -13.7% | +12.0% | -1.6% |
| 30D | +4.7% | -62.1% | +66.8% | +5.9% |
| 3M | -39.7% | -46.2% | +6.5% | -38.9% |
| 6M | +23.1% | -46.4% | +69.5% | +24.4% |
| YTD | +55.0% | -60.3% | +115.3% | +57.1% |
| 1Y | +118.0% | -79.7% | +197.7% | +125.4% |
| All | +118.0% | -81.0% | +199.0% | +125.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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