+32.7%
KO vs NI
+1.4%
+31.3%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -1.8% | +2.0% | -3.8% | -2.2% |
| 30D | +1.4% | -3.5% | +5.0% | +2.2% |
| 3M | +15.4% | -9.1% | +24.5% | +18.1% |
| 6M | +14.3% | -11.8% | +26.1% | +17.5% |
| YTD | +27.7% | +1.1% | +26.6% | +29.6% |
| 1Y | +32.7% | +6.7% | +26.0% | +35.1% |
| All | +32.7% | +1.4% | +31.3% | +35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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