+248.8%
NBIS vs NOK
+123.4%
+125.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.7% | +4.8% | +5.7% |
| 7D | +8.2% | -1.8% | +10.0% | +9.6% |
| 30D | +3.4% | +4.7% | -1.3% | +2.2% |
| 3M | -12.8% | -39.7% | +26.8% | +7.4% |
| 6M | +131.5% | +23.1% | +108.5% | +137.2% |
| YTD | +170.5% | +55.0% | +115.4% | +171.4% |
| 1Y | +248.8% | +118.0% | +130.7% | +312.4% |
| All | +248.8% | +123.4% | +125.4% | +312.4% |
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