+129.8%
NOK vs APD
+162.9%
-33.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.9% | +1.3% |
| 7D | +9.3% | -4.6% | +13.9% | +11.2% |
| 30D | +17.9% | -4.2% | +22.1% | +19.5% |
| 3M | -22.3% | +5.0% | -27.3% | -24.2% |
| 6M | +36.4% | +8.9% | +27.4% | +31.6% |
| YTD | +66.3% | +21.9% | +44.4% | +53.7% |
| 1Y | +134.4% | +5.6% | +128.9% | +127.2% |
| 3Y | +186.6% | +6.9% | +179.7% | +169.1% |
| 5Y | +102.7% | +25.3% | +77.3% | +75.2% |
| 10Y | +129.8% | +169.1% | -39.2% | +37.9% |
| All | +129.8% | +162.9% | -33.1% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling