+138.6%
NOK vs APTV
-16.1%
+154.7%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.3% | +5.1% | +4.9% |
| 7D | +11.0% | -5.0% | +16.0% | +12.4% |
| 30D | +7.8% | -6.1% | +13.9% | +9.5% |
| 3M | -21.0% | -33.0% | +12.0% | -12.2% |
| 6M | +40.9% | -35.2% | +76.1% | +56.8% |
| YTD | +72.0% | -40.1% | +112.2% | +94.5% |
| 1Y | +140.9% | -45.6% | +186.5% | +180.5% |
| 3Y | +194.3% | -54.4% | +248.6% | +249.6% |
| 5Y | +112.5% | -68.9% | +181.4% | +173.8% |
| All | +138.6% | -16.1% | +154.7% | +116.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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