+21.3%
NOK vs ASX
+144.4%
-123.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.9% | +1.3% | 0.0% |
| 7D | -10.4% | -14.6% | +4.2% | -0.7% |
| 30D | -19.0% | -21.1% | +2.1% | -5.8% |
| 3M | -16.7% | -3.1% | -13.7% | -15.3% |
| 6M | -37.1% | +17.4% | -54.5% | -41.6% |
| YTD | +27.7% | +135.3% | -107.7% | -11.3% |
| 1Y | +21.3% | +146.5% | -125.2% | -18.0% |
| All | +21.3% | +144.4% | -123.1% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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