+1,119.4%
NBIS vs ALK
-9.5%
+1,128.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -3.1% | +10.8% | +9.1% |
| 7D | +22.2% | +0.1% | +22.1% | +22.0% |
| 30D | +29.7% | -18.5% | +48.2% | +41.5% |
| 3M | +11.9% | -3.6% | +15.4% | +12.9% |
| 6M | +173.0% | -3.7% | +176.7% | +168.6% |
| YTD | +191.4% | -19.0% | +210.4% | +213.8% |
| 1Y | +280.7% | -36.0% | +316.7% | +359.9% |
| All | +1,119.4% | -9.5% | +1,128.9% | +1,348.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling