+866.8%
NVDX vs ALK
+23.1%
+843.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.1% | -0.8% | -2.5% |
| 7D | +7.3% | +0.1% | +7.2% | +7.3% |
| 30D | -0.9% | -18.5% | +17.5% | +8.5% |
| 3M | +8.4% | -3.6% | +11.9% | +8.6% |
| 6M | +38.2% | -3.7% | +41.8% | +36.3% |
| YTD | +19.3% | -19.0% | +38.3% | +27.1% |
| 1Y | +33.3% | -36.0% | +69.3% | +59.0% |
| All | +866.8% | +23.1% | +843.7% | +705.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 5y: compounded portfolio wealth divided by compounded ALK 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…
5y analysis · Full analysis span regression · 6 months rolling