+1,040.6%
NBIS vs ROK
+59.7%
+980.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.1% | -4.0% | -4.1% |
| 7D | +8.3% | -1.6% | +9.9% | +10.0% |
| 30D | +18.1% | -5.4% | +23.5% | +24.9% |
| 3M | +7.8% | -4.0% | +11.7% | +12.4% |
| 6M | +136.6% | +13.3% | +123.2% | +113.0% |
| YTD | +172.5% | +9.3% | +163.2% | +152.8% |
| 1Y | +144.3% | +25.8% | +118.4% | +99.9% |
| All | +1,040.6% | +59.7% | +980.8% | +642.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROK.
Daily Out/Under-Performance
Portfolio return minus ROK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROK 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 ROK 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