+177.9%
KO vs NBIX
+220.6%
-42.7%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.3% |
| 7D | -1.1% | -1.1% | 0.0% | -1.0% |
| 30D | +1.6% | -3.3% | +4.9% | +1.8% |
| 3M | +5.8% | -2.7% | +8.4% | +5.9% |
| 6M | +14.3% | +20.6% | -6.3% | +12.8% |
| YTD | +27.3% | +10.4% | +16.9% | +26.3% |
| 1Y | +33.2% | +10.8% | +22.3% | +31.9% |
| 3Y | +64.5% | +43.3% | +21.2% | +58.6% |
| 5Y | +83.1% | +61.8% | +21.3% | +74.2% |
| All | +177.9% | +220.6% | -42.7% | +159.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 NBIX 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