+10.9%
NOK vs AMIX
-91.4%
+102.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | -10.5% | -16.0% | +5.5% | -10.3% |
| 30D | -27.9% | -55.4% | +27.6% | -27.0% |
| 3M | -18.8% | -87.5% | +68.7% | -16.6% |
| 6M | -41.9% | -81.2% | +39.3% | -40.4% |
| YTD | +18.4% | -86.8% | +105.2% | +21.4% |
| 1Y | +10.9% | -91.6% | +102.4% | +14.0% |
| All | +10.9% | -91.4% | +102.2% | +14.0% |
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