+474.8%
NVDX vs ALK
+26.0%
+448.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +7.1% | -15.8% | -11.7% |
| 7D | -23.4% | +8.9% | -32.3% | -26.6% |
| 30D | -41.5% | +5.9% | -47.4% | -43.5% |
| 3M | -41.1% | -16.5% | -24.6% | -36.8% |
| 6M | -40.9% | +2.1% | -43.0% | -43.4% |
| YTD | -29.1% | -17.1% | -12.0% | -26.0% |
| 1Y | -33.5% | -2.9% | -30.6% | -36.2% |
| 3Y | +369.1% | +24.5% | +344.7% | +291.6% |
| All | +474.8% | +26.0% | +448.8% | +369.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling