+28.0%
NBIS vs ALK
-1.1%
+29.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +8.8% | -15.4% | -9.4% |
| 7D | -22.4% | +12.4% | -34.8% | -26.0% |
| 30D | -39.1% | +2.1% | -41.2% | -39.6% |
| 3M | -37.3% | -23.9% | -13.4% | -31.2% |
| 6M | -19.8% | +8.2% | -28.0% | -22.4% |
| YTD | +69.1% | -20.5% | +89.5% | +85.6% |
| 1Y | +28.0% | -1.0% | +29.1% | +27.4% |
| All | +28.0% | -1.1% | +29.1% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 1y: compounded portfolio wealth divided by compounded ALK 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…
1y analysis · Full analysis span regression · 6 months rolling