+570.0%
NBIS vs ALK
-7.7%
+577.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -5.1% |
| 7D | -11.6% | +12.9% | -24.6% | -16.2% |
| 30D | -39.4% | +5.5% | -44.9% | -41.0% |
| 3M | -27.2% | -12.1% | -15.1% | -23.4% |
| 6M | -24.3% | +1.7% | -26.0% | -26.3% |
| YTD | +60.1% | -17.4% | +77.5% | +70.5% |
| 1Y | +21.9% | -1.9% | +23.8% | +18.1% |
| All | +570.0% | -7.7% | +577.7% | +687.3% |
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