+132.5%
NOK vs ASX
+999.3%
-866.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.6% | -4.3% | 0.0% |
| 7D | +2.2% | +0.8% | +1.4% | +1.4% |
| 30D | -14.7% | -20.4% | +5.7% | -8.1% |
| 3M | -10.6% | -2.1% | -8.4% | -10.0% |
| 6M | -39.4% | +8.2% | -47.6% | -40.5% |
| YTD | +30.4% | +137.3% | -106.8% | +3.4% |
| 1Y | +22.3% | +155.0% | -132.7% | -4.9% |
| 3Y | +157.6% | +397.9% | -240.3% | +60.3% |
| 5Y | +64.6% | +529.2% | -464.7% | -6.7% |
| 10Y | +132.5% | +1,007.5% | -875.1% | +4.1% |
| All | +132.5% | +999.3% | -866.8% | +4.1% |
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