+33.6%
KO vs NU
-3.3%
+36.9%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -1.1% | -4.2% | +3.1% | -1.2% |
| 30D | +1.6% | +10.0% | -8.5% | +2.0% |
| 3M | +5.8% | +29.3% | -23.5% | +7.3% |
| 6M | +14.3% | +0.9% | +13.3% | +14.6% |
| YTD | +27.3% | -10.3% | +37.6% | +26.5% |
| All | +33.6% | -3.3% | +36.9% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 NU 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