+607.2%
NBIS vs ALK
-7.4%
+614.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +7.1% | +2.1% | +6.1% |
| 7D | 0.0% | +8.9% | -8.9% | -3.8% |
| 30D | -36.0% | +5.9% | -42.0% | -37.8% |
| 3M | -24.7% | -16.5% | -8.2% | -18.9% |
| 6M | -20.1% | +2.1% | -22.2% | -22.3% |
| YTD | +69.0% | -17.1% | +86.1% | +79.7% |
| 1Y | +27.1% | -2.9% | +30.0% | +23.9% |
| All | +607.2% | -7.4% | +614.6% | +729.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling