+177.9%
KO vs NVMI
+3,108.0%
-2,930.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.4% |
| 7D | -1.1% | +3.8% | -4.9% | -1.2% |
| 30D | +1.6% | -7.6% | +9.1% | +1.8% |
| 3M | +5.8% | -28.0% | +33.7% | +6.6% |
| 6M | +14.3% | -15.3% | +29.6% | +14.1% |
| YTD | +27.3% | +11.5% | +15.9% | +25.1% |
| 1Y | +33.2% | +31.6% | +1.6% | +29.3% |
| 3Y | +64.5% | +207.0% | -142.5% | +44.9% |
| 5Y | +83.1% | +262.8% | -179.7% | +55.0% |
| All | +177.9% | +3,108.0% | -2,930.1% | +95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 10y: compounded portfolio wealth divided by compounded NVMI 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…
10y analysis · Full analysis span regression · 6 months rolling