-57.5%
NOK vs ASX
+3,319.4%
-3,376.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.3% | -2.4% | -0.2% |
| 7D | -2.7% | -9.1% | +6.4% | -0.1% |
| 30D | -20.4% | -23.6% | +3.2% | -13.6% |
| 3M | -9.6% | -5.6% | -4.0% | -7.9% |
| 6M | -35.6% | +4.7% | -40.3% | -36.1% |
| YTD | +27.5% | +122.6% | -95.1% | +1.4% |
| 1Y | +18.4% | +133.0% | -114.6% | -7.2% |
| 3Y | +151.8% | +367.1% | -215.3% | +55.1% |
| 5Y | +61.1% | +504.7% | -443.6% | -10.3% |
| 10Y | +123.7% | +887.2% | -763.5% | -0.6% |
| All | -57.5% | +3,319.4% | -3,376.9% | -90.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling