+102.7%
NOK vs ASX
+490.0%
-387.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.5% | -2.5% | -0.3% |
| 7D | +9.3% | +11.1% | -1.8% | +5.1% |
| 30D | +17.9% | +9.6% | +8.2% | +13.8% |
| 3M | -22.3% | +18.6% | -40.9% | -26.8% |
| 6M | +36.4% | +92.1% | -55.8% | +11.9% |
| YTD | +66.3% | +158.5% | -92.2% | +25.3% |
| 1Y | +134.4% | +271.9% | -137.5% | +58.2% |
| 3Y | +186.6% | +465.2% | -278.7% | +60.6% |
| 5Y | +102.7% | +479.4% | -376.7% | +6.6% |
| All | +102.7% | +490.0% | -387.3% | +6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling