+1,040.6%
NBIS vs ALK
-10.9%
+1,051.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -4.8% |
| 7D | +8.3% | -3.1% | +11.4% | +9.8% |
| 30D | +18.1% | -17.1% | +35.2% | +27.8% |
| 3M | +7.8% | -3.8% | +11.5% | +9.0% |
| 6M | +136.6% | -5.3% | +141.8% | +134.5% |
| YTD | +172.5% | -20.3% | +192.8% | +195.6% |
| 1Y | +144.3% | -36.0% | +180.2% | +195.6% |
| All | +1,040.6% | -10.9% | +1,051.5% | +1,264.5% |
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