+183.7%
NOK vs ASX
+443.1%
-259.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.1% | +0.1% | +3.8% |
| 7D | +7.3% | +6.3% | +0.9% | +4.7% |
| 30D | +13.8% | +6.4% | +7.4% | +11.0% |
| 3M | -27.0% | +13.1% | -40.2% | -29.9% |
| 6M | +37.6% | +90.3% | -52.7% | +16.8% |
| YTD | +64.6% | +149.6% | -85.0% | +31.7% |
| 1Y | +132.0% | +249.2% | -117.2% | +72.0% |
| 3Y | +183.7% | +445.9% | -262.2% | +67.2% |
| All | +183.7% | +443.1% | -259.5% | +67.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling