+123.8%
STX vs NOK
+19.5%
+104.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -2.6% | -5.5% | -6.8% |
| 7D | -20.2% | -10.4% | -9.8% | -15.4% |
| 30D | -37.2% | -19.0% | -18.2% | -30.6% |
| 3M | -34.1% | -16.7% | -17.3% | -28.9% |
| 6M | -24.5% | -37.1% | +12.7% | -6.2% |
| YTD | +102.9% | +27.7% | +75.3% | +116.3% |
| 1Y | +123.8% | +21.3% | +102.5% | +142.6% |
| All | +123.8% | +19.5% | +104.3% | +142.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling