+1,040.6%
NBIS vs APA
+90.4%
+950.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -5.0% |
| 7D | +8.3% | +0.8% | +7.5% | +8.1% |
| 30D | +18.1% | +9.6% | +8.4% | +15.8% |
| 3M | +7.8% | +18.0% | -10.3% | +3.5% |
| 6M | +136.6% | +41.9% | +94.7% | +109.5% |
| YTD | +172.5% | +86.3% | +86.2% | +116.4% |
| 1Y | +144.3% | +97.9% | +46.4% | +86.0% |
| All | +1,040.6% | +90.4% | +950.1% | +628.0% |
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