+63.8%
KO vs NVO
-51.9%
+115.7%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.7% | +0.6% |
| 7D | +0.2% | -7.6% | +7.8% | +0.4% |
| 30D | +1.8% | -6.0% | +7.8% | +1.9% |
| 3M | +7.7% | -0.8% | +8.4% | +7.9% |
| 6M | +15.3% | +16.5% | -1.2% | +15.5% |
| YTD | +28.0% | -11.1% | +39.1% | +28.1% |
| 1Y | +34.3% | -16.7% | +51.0% | +34.4% |
| 3Y | +63.8% | -52.9% | +116.7% | +60.9% |
| All | +63.8% | -51.9% | +115.7% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 3y: compounded portfolio wealth divided by compounded NVO 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…
3y analysis · Full analysis span regression · 6 months rolling