+82.6%
KO vs NVO
-4.3%
+86.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.7% | +0.6% |
| 7D | +0.2% | -7.6% | +7.8% | +0.6% |
| 30D | +1.8% | -6.0% | +7.8% | +2.1% |
| 3M | +7.7% | -0.8% | +8.4% | +7.8% |
| 6M | +15.3% | +16.5% | -1.2% | +14.8% |
| YTD | +28.0% | -11.1% | +39.1% | +28.2% |
| 1Y | +34.3% | -16.7% | +51.0% | +34.7% |
| 3Y | +63.8% | -52.9% | +116.7% | +66.2% |
| All | +82.6% | -4.3% | +86.8% | +65.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling