+179.3%
KO vs NI
+143.3%
+36.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +0.2% | 0.0% | +0.2% | +0.2% |
| 30D | +1.8% | -1.4% | +3.2% | +2.3% |
| 3M | +7.7% | -10.6% | +18.3% | +12.6% |
| 6M | +15.3% | -9.3% | +24.6% | +19.7% |
| YTD | +28.0% | +1.1% | +26.8% | +26.7% |
| 1Y | +34.3% | +3.4% | +30.9% | +31.4% |
| 3Y | +63.8% | +67.9% | -4.1% | +28.3% |
| 5Y | +84.1% | +98.0% | -13.9% | +32.3% |
| All | +179.3% | +143.3% | +36.1% | +82.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling