+135.4%
NOK vs APD
+6.2%
+129.3%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.9% | +1.2% |
| 7D | +9.3% | -4.6% | +13.9% | +10.4% |
| 30D | +17.9% | -4.2% | +22.1% | +18.8% |
| 3M | -22.3% | +5.0% | -27.3% | -24.1% |
| 6M | +36.4% | +8.9% | +27.4% | +34.3% |
| YTD | +66.3% | +21.9% | +44.4% | +63.2% |
| All | +135.4% | +6.2% | +129.3% | +140.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling