+81.6%
KO vs NOK
+102.4%
-20.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.4% |
| 7D | -1.1% | +8.7% | -9.8% | -1.5% |
| 30D | +1.6% | +12.5% | -10.9% | +1.0% |
| 3M | +5.8% | -20.7% | +26.5% | +6.9% |
| 6M | +14.3% | +36.2% | -21.9% | +8.7% |
| YTD | +27.3% | +64.1% | -36.8% | +18.7% |
| 1Y | +33.2% | +132.4% | -99.2% | +18.2% |
| 3Y | +64.5% | +182.9% | -118.4% | +40.8% |
| All | +81.6% | +102.4% | -20.8% | +60.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 5y: compounded portfolio wealth divided by compounded NOK 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…
5y analysis · Full analysis span regression · 6 months rolling