+1,972.8%
STX vs NOK
+127.4%
+1,845.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.5% | -0.6% | -2.2% |
| 7D | +14.6% | +5.4% | +9.2% | +12.7% |
| 30D | -26.0% | -14.1% | -11.8% | -21.5% |
| 3M | -42.6% | -23.6% | -19.0% | -37.2% |
| 6M | -35.3% | -45.1% | +9.9% | -21.1% |
| YTD | +92.5% | +24.7% | +67.7% | +81.6% |
| 1Y | +102.4% | +19.0% | +83.4% | +93.4% |
| 3Y | +673.8% | +147.0% | +526.8% | +462.4% |
| 5Y | +463.1% | +58.2% | +404.9% | +369.5% |
| All | +1,972.8% | +127.4% | +1,845.4% | +1,332.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling