+179.3%
KO vs NKE
-22.6%
+201.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | NKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | +0.2% | -4.2% | +4.4% | +1.0% |
| 30D | +1.8% | -8.2% | +10.0% | +3.4% |
| 3M | +7.7% | -19.1% | +26.8% | +11.8% |
| 6M | +15.3% | -32.6% | +47.9% | +23.2% |
| YTD | +28.0% | -40.7% | +68.7% | +39.9% |
| 1Y | +34.3% | -48.9% | +83.1% | +50.5% |
| 3Y | +63.8% | -59.2% | +123.0% | +87.6% |
| 5Y | +84.1% | -75.3% | +159.4% | +135.4% |
| All | +179.3% | -22.6% | +201.9% | +168.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NKE.
Daily Out/Under-Performance
Portfolio return minus NKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NKE 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded NKE 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling