+4,224.1%
KO vs NI
+5,096.4%
-872.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.5% |
| 7D | -1.1% | -0.6% | -0.5% | -0.9% |
| 30D | +1.6% | -1.4% | +3.0% | +2.0% |
| 3M | +5.8% | -10.6% | +16.3% | +9.5% |
| 6M | +14.3% | -9.9% | +24.2% | +17.9% |
| YTD | +27.3% | +1.2% | +26.1% | +26.4% |
| 1Y | +33.2% | +4.4% | +28.8% | +30.7% |
| 3Y | +64.5% | +68.6% | -4.1% | +37.1% |
| 5Y | +83.1% | +98.0% | -14.9% | +44.1% |
| 10Y | +183.9% | +143.6% | +40.3% | +106.4% |
| All | +4,224.1% | +5,096.4% | -872.3% | +1,054.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling