+165.2%
NOK vs APH
+289.3%
-124.1%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.9% | +1.8% | +2.4% |
| 7D | -1.8% | +5.0% | -6.7% | -3.1% |
| 30D | +4.7% | -3.9% | +8.6% | +5.8% |
| 3M | -39.7% | +13.0% | -52.6% | -41.0% |
| 6M | +23.1% | +25.2% | -2.1% | +17.5% |
| YTD | +55.0% | +22.9% | +32.1% | +46.4% |
| 1Y | +118.0% | +47.8% | +70.2% | +97.5% |
| All | +165.2% | +289.3% | -124.1% | +45.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling