+18.4%
NOK vs APH
+14.0%
+4.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.3% |
| 7D | -2.7% | -5.0% | +2.3% | -0.5% |
| 30D | -20.4% | -8.4% | -12.0% | -17.4% |
| 3M | -9.6% | -4.5% | -5.1% | -7.4% |
| 6M | -35.6% | +25.3% | -60.9% | -36.6% |
| YTD | +27.5% | +18.9% | +8.6% | +23.2% |
| 1Y | +18.4% | +11.9% | +6.4% | +14.5% |
| All | +18.4% | +14.0% | +4.4% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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