-39.4%
NOK vs ASX
+11.7%
-51.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.6% | -4.3% | -2.2% |
| 7D | +2.2% | +0.8% | +1.4% | 0.0% |
| 30D | -14.7% | -20.4% | +5.7% | -1.1% |
| 3M | -10.6% | -2.1% | -8.4% | -11.5% |
| 6M | -39.4% | +8.2% | -47.6% | -45.4% |
| All | -39.4% | +11.7% | -51.1% | -45.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling