+543.2%
NBIS vs APA
+104.9%
+438.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.8% | +2.0% | -18.8% | -17.1% |
| 7D | +6.9% | +9.6% | -2.7% | +5.4% |
| 30D | -37.8% | -0.2% | -37.6% | -37.8% |
| 3M | -50.4% | +19.8% | -70.2% | -52.1% |
| 6M | -28.2% | +30.1% | -58.2% | -32.6% |
| YTD | +53.7% | +100.4% | -46.7% | +20.4% |
| 1Y | +36.3% | +105.2% | -68.9% | +5.5% |
| All | +543.2% | +104.9% | +438.3% | +305.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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