+481.0%
STX vs NOK
+61.7%
+419.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | -0.4% |
| 7D | +16.8% | +11.0% | +5.9% | +11.8% |
| 30D | -27.0% | -16.0% | -11.0% | -21.0% |
| 3M | -37.9% | -19.8% | -18.1% | -32.2% |
| 6M | -32.5% | -37.1% | +4.6% | -19.1% |
| YTD | +98.6% | +28.0% | +70.6% | +86.0% |
| 1Y | +93.6% | +17.9% | +75.6% | +86.2% |
| 3Y | +699.1% | +152.7% | +546.3% | +415.9% |
| 5Y | +481.0% | +62.3% | +418.7% | +386.4% |
| All | +481.0% | +61.7% | +419.3% | +386.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling