+132.0%
NOK vs APH
+48.2%
+83.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.4% | +6.6% |
| 7D | +7.3% | +0.2% | +7.0% | +7.1% |
| 30D | +13.8% | -3.3% | +17.1% | +15.0% |
| 3M | -27.0% | +14.0% | -41.0% | -28.7% |
| 6M | +37.6% | +24.4% | +13.2% | +32.7% |
| YTD | +64.6% | +21.4% | +43.2% | +53.6% |
| 1Y | +132.0% | +48.9% | +83.1% | +109.3% |
| All | +132.0% | +48.2% | +83.8% | +109.3% |
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