+121.4%
NOK vs AMIX
-100.0%
+221.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.5% |
| 7D | +5.4% | -9.9% | +15.2% | +5.4% |
| 30D | -14.1% | -52.8% | +38.6% | -13.4% |
| 3M | -23.6% | -80.0% | +56.4% | -22.3% |
| 6M | -45.1% | -80.2% | +35.1% | -45.8% |
| YTD | +24.7% | -88.1% | +112.9% | +23.3% |
| 1Y | +19.0% | -91.1% | +110.1% | +17.7% |
| All | +121.4% | -100.0% | +221.4% | +112.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling