+723.0%
KO vs NBIX
+1,201.8%
-478.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +0.2% | +0.4% | -0.1% | +0.2% |
| 30D | +1.8% | -0.2% | +2.0% | +1.8% |
| 3M | +7.7% | -4.0% | +11.7% | +7.8% |
| 6M | +15.3% | +20.6% | -5.3% | +14.0% |
| YTD | +28.0% | +10.1% | +17.8% | +27.1% |
| 1Y | +34.3% | +8.8% | +25.5% | +33.4% |
| 3Y | +63.8% | +42.5% | +21.3% | +59.4% |
| 5Y | +84.1% | +61.5% | +22.6% | +77.3% |
| 10Y | +185.4% | +217.6% | -32.2% | +160.6% |
| All | +723.0% | +1,201.8% | -478.8% | +452.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling