+1,383.2%
STX vs NOK
+185.1%
+1,198.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +6.2% | +0.3% | +4.2% |
| 7D | +10.7% | +7.3% | +3.5% | +8.1% |
| 30D | +11.3% | +13.8% | -2.5% | +6.8% |
| 3M | +3.2% | -27.0% | +30.2% | +13.3% |
| 6M | +157.0% | +37.6% | +119.4% | +150.9% |
| YTD | +229.2% | +64.6% | +164.6% | +211.3% |
| 1Y | +381.8% | +132.0% | +249.8% | +311.2% |
| 3Y | +1,383.2% | +183.7% | +1,199.5% | +1,123.5% |
| All | +1,383.2% | +185.1% | +1,198.1% | +1,123.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling