Portfolio Backtest

Rule-aware portfolio replay from order_plan_daily
Market: Oslo Børs Universe: OSEBX
NAV trajectory
2014-01-02 → 2026-01-29
Portfolio
Index (Oslo Børs)
Total return
+594.66%
CAGR
+17.40%
Max drawdown
-18.62%
Volatility
13.79%
Sharpe
1.21
Index return
+221.17%
Alpha
+373.50%
Activity & risk
Trades 0
Win rate —%
Avg trade —%

Avg exposure 87.8%
Avg cash 12.2%
Start NAV 1 000 000.00
End NAV 6 946 649.75
Turnover 54 198 181.68
Fees 32 100.74
Exits
Exit date Symbol Signal Entry date Hold days Entry Exit Return Reason
Open positions at end
Symbol Entry date Last event date Hold days Qty Avg cost Last price Last price date Market value % of NAV Unrealized %
ATEA 2025-05-05 2025-05-05 269 4 029.3098 145.40 142.00 2026-03-09 572 161.99 8.24% -2.34%
B2I 2025-01-24 2025-01-24 370 50 565.6557 10.50 24.55 2026-03-09 1 241 386.85 17.87% +133.81%
KIT 2024-12-06 2025-10-30 419 11 647.1067 33.00 96.90 2026-03-09 1 128 604.64 16.25% +193.64%
NAS 2025-11-25 2025-11-25 65 38 017.7632 16.50 14.63 2026-03-09 556 009.79 8.00% -11.36%
NORCO 2024-12-06 2024-12-06 419 12 261.2857 43.00 38.75 2026-03-09 475 124.82 6.84% -9.88%
SALM 2025-10-16 2025-10-16 105 1 059.5126 598.00 552.50 2026-03-09 585 380.71 8.43% -7.61%
STB 2023-11-01 2023-11-01 820 4 422.1820 93.14 169.60 2026-03-09 750 002.06 10.80% +82.09%
WWI 2025-11-20 2025-11-20 70 1 798.5855 528.00 739.00 2026-03-09 1 329 154.72 19.13% +39.96%