+135.4%
NOK vs ASX
+265.0%
-129.6%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.5% | -2.5% | -0.9% |
| 7D | +9.3% | +11.1% | -1.8% | +3.2% |
| 30D | +17.9% | +9.6% | +8.2% | +11.9% |
| 3M | -22.3% | +18.6% | -40.9% | -28.6% |
| 6M | +36.4% | +92.1% | -55.8% | +10.9% |
| YTD | +66.3% | +158.5% | -92.2% | +29.6% |
| All | +135.4% | +265.0% | -129.6% | +82.0% |
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