+134.4%
NOK vs AMIX
-81.1%
+215.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.3% | +1.0% |
| 7D | +9.3% | +1.6% | +7.8% | +9.3% |
| 30D | +17.9% | -50.8% | +68.7% | +18.8% |
| 3M | -22.3% | -46.3% | +24.0% | -21.3% |
| 6M | +36.4% | -49.9% | +86.2% | +38.1% |
| YTD | +66.3% | -60.4% | +126.7% | +68.7% |
| 1Y | +134.4% | -81.7% | +216.1% | +145.4% |
| All | +134.4% | -81.1% | +215.5% | +145.4% |
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