+102.8%
NOK vs APTV
-69.7%
+172.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.7% | -4.0% | -2.1% |
| 7D | +8.7% | -1.8% | +10.5% | +9.1% |
| 30D | +12.5% | -7.9% | +20.4% | +15.0% |
| 3M | -20.7% | -29.9% | +9.2% | -12.4% |
| 6M | +36.2% | -36.6% | +72.7% | +54.2% |
| YTD | +64.1% | -40.0% | +104.1% | +87.6% |
| 1Y | +132.4% | -44.0% | +176.4% | +172.2% |
| 3Y | +182.9% | -54.5% | +237.4% | +247.1% |
| 5Y | +102.8% | -68.8% | +171.6% | +173.3% |
| All | +102.8% | -69.7% | +172.4% | +173.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling