+127.6%
NOK vs ASX
+974.7%
-847.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.3% | +2.0% | -0.2% |
| 7D | +8.7% | +6.5% | +2.2% | +6.5% |
| 30D | +12.5% | +3.1% | +9.4% | +11.4% |
| 3M | -20.7% | +17.4% | -38.1% | -24.4% |
| 6M | +36.2% | +85.4% | -49.3% | +15.0% |
| YTD | +64.1% | +150.1% | -85.9% | +27.7% |
| 1Y | +132.4% | +256.3% | -123.9% | +63.4% |
| 3Y | +182.9% | +446.9% | -264.0% | +70.2% |
| 5Y | +102.8% | +447.1% | -344.3% | +17.7% |
| All | +127.6% | +974.7% | -847.1% | +1.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling