+1,022.8%
NBIS vs NOK
+142.4%
+880.4%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.8% | -6.4% | -4.4% |
| 7D | -0.8% | +11.0% | -11.8% | -6.8% |
| 30D | -13.4% | +7.8% | -21.2% | -16.9% |
| 3M | +1.0% | -21.0% | +22.0% | +9.8% |
| 6M | +100.5% | +40.9% | +59.6% | +88.0% |
| YTD | +168.3% | +72.0% | +96.2% | +142.0% |
| 1Y | +151.8% | +140.9% | +10.9% | +103.9% |
| All | +1,022.8% | +142.4% | +880.4% | +1,093.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling