+43.6%
KO vs NTRS
+42.7%
+0.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.1% | -2.1% | +1.5% |
| 7D | +4.4% | +3.6% | +0.9% | +4.9% |
| 30D | +10.7% | +4.3% | +6.4% | +11.4% |
| 3M | +11.3% | -1.9% | +13.3% | +11.2% |
| 6M | +24.0% | +11.4% | +12.6% | +25.8% |
| YTD | +39.7% | +32.3% | +7.4% | +42.3% |
| All | +43.6% | +42.7% | +0.8% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 1y: compounded portfolio wealth divided by compounded NTRS 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…
1y analysis · Full analysis span regression · 6 months rolling