+81.6%
KO vs NTRA
+169.7%
-88.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.3% |
| 7D | -1.1% | -0.5% | -0.6% | -1.1% |
| 30D | +1.6% | +4.3% | -2.7% | +1.5% |
| 3M | +5.8% | +50.6% | -44.9% | +5.5% |
| 6M | +14.3% | +63.9% | -49.6% | +13.9% |
| YTD | +27.3% | +42.4% | -15.0% | +27.0% |
| 1Y | +33.2% | +92.1% | -58.9% | +32.2% |
| 3Y | +64.5% | +501.7% | -437.3% | +58.5% |
| All | +81.6% | +169.7% | -88.1% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 NTRA 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