+28.0%
NBIS vs NOK
+19.5%
+8.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.6% | -4.1% | -4.5% |
| 7D | -22.4% | -10.4% | -12.0% | -14.5% |
| 30D | -39.1% | -19.0% | -20.1% | -27.2% |
| 3M | -37.3% | -16.7% | -20.6% | -26.4% |
| 6M | -19.8% | -37.1% | +17.4% | +10.3% |
| YTD | +69.1% | +27.7% | +41.4% | +67.3% |
| 1Y | +28.0% | +21.3% | +6.7% | +26.6% |
| All | +28.0% | +19.5% | +8.5% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 1y: compounded portfolio wealth divided by compounded NOK 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…
1y analysis · Full analysis span regression · 6 months rolling