+75.1%
KO vs NVDX
+774.9%
-699.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.4% | +4.8% | +0.1% |
| 7D | -1.1% | -8.6% | +7.5% | -1.5% |
| 30D | +1.6% | -1.4% | +3.0% | +1.6% |
| 3M | +5.8% | +10.6% | -4.9% | +6.6% |
| 6M | +14.3% | +20.2% | -5.9% | +15.8% |
| YTD | +27.3% | +11.8% | +15.5% | +28.9% |
| 1Y | +33.2% | +12.9% | +20.3% | +35.3% |
| All | +75.1% | +774.9% | -699.7% | +88.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 all: compounded portfolio wealth divided by compounded NVDX 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…
all analysis · Full analysis span regression · 6 months rolling