+127.2%
NOK vs AMIX
-100.0%
+227.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -8.4% | +6.6% | -1.8% |
| 7D | +11.0% | -10.9% | +21.8% | +11.1% |
| 30D | -16.0% | -55.0% | +39.0% | -15.3% |
| 3M | -19.8% | -82.0% | +62.2% | -18.3% |
| 6M | -37.1% | -80.4% | +43.3% | -37.9% |
| YTD | +28.0% | -88.3% | +116.2% | +26.5% |
| 1Y | +17.9% | -92.4% | +110.3% | +16.7% |
| All | +127.2% | -100.0% | +227.1% | +117.6% |
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