+325.3%
STX vs NOK
+143.5%
+181.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +4.8% | -8.5% | -5.7% |
| 7D | -2.3% | +11.0% | -13.2% | -6.4% |
| 30D | -5.5% | +7.8% | -13.3% | -8.1% |
| 3M | -4.3% | -21.0% | +16.7% | +2.2% |
| 6M | +115.6% | +40.9% | +74.7% | +123.1% |
| YTD | +202.2% | +72.0% | +130.2% | +215.2% |
| 1Y | +325.3% | +140.9% | +184.4% | +331.6% |
| All | +325.3% | +143.5% | +181.8% | +331.6% |
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