-48.4%
NOK vs ASX
+3,515.0%
-3,563.4%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.4% | +2.6% |
| 7D | -1.8% | -0.7% | -1.0% | -1.6% |
| 30D | +4.7% | +2.0% | +2.7% | +4.1% |
| 3M | -39.7% | -1.3% | -38.3% | -39.2% |
| 6M | +23.1% | +71.4% | -48.4% | +5.6% |
| YTD | +55.0% | +135.3% | -80.3% | +21.1% |
| 1Y | +118.0% | +267.5% | -149.4% | +48.5% |
| 3Y | +170.5% | +388.5% | -218.0% | +63.9% |
| 5Y | +84.9% | +417.1% | -332.2% | +7.0% |
| 10Y | +112.0% | +872.7% | -760.8% | -5.6% |
| All | -48.4% | +3,515.0% | -3,563.4% | -88.3% |
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