+15.3%
KO vs NRG
-25.9%
+41.2%
-6.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2026-03-11 to 2026-09-11.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.6% |
| 7D | +0.2% | -4.7% | +4.9% | -0.1% |
| 30D | +1.8% | -6.0% | +7.8% | +1.4% |
| 3M | +7.7% | -8.0% | +15.6% | +7.1% |
| 6M | +15.3% | -23.2% | +38.4% | +14.0% |
| All | +15.3% | -25.9% | +41.2% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 2026-03-11 to 2026-09-11: compounded portfolio wealth divided by compounded NRG 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…
2026-03-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling