+479.4%
NBIS vs ALK
-14.5%
+493.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | -1.5% | -8.5% | -9.3% |
| 7D | -10.5% | -1.2% | -9.3% | -9.6% |
| 30D | -37.7% | +7.7% | -45.4% | -39.9% |
| 3M | -54.6% | -19.0% | -35.6% | -50.1% |
| 6M | -44.1% | -0.2% | -43.9% | -44.9% |
| YTD | +38.4% | -23.5% | +61.9% | +53.1% |
| 1Y | +30.7% | -9.1% | +39.9% | +31.7% |
| All | +479.4% | -14.5% | +493.9% | +606.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling