+1,101.8%
NBIS vs ROK
+61.5%
+1,040.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -0.8% |
| 7D | +17.8% | +0.2% | +17.6% | +17.6% |
| 30D | +30.5% | -1.8% | +32.3% | +33.5% |
| 3M | +9.2% | -7.2% | +16.4% | +17.2% |
| 6M | +153.2% | +14.2% | +139.0% | +126.3% |
| YTD | +187.1% | +10.6% | +176.6% | +163.6% |
| 1Y | +151.1% | +25.9% | +125.2% | +105.3% |
| All | +1,101.8% | +61.5% | +1,040.2% | +673.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling