+43.2%
KO vs NVT
+3.0%
+40.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -12.7% | +13.8% | -0.7% |
| 7D | +4.4% | -19.5% | +23.9% | +1.6% |
| 30D | +10.7% | -32.4% | +43.1% | +5.5% |
| 3M | +11.3% | -30.3% | +41.7% | +6.6% |
| 6M | +24.0% | -30.4% | +54.5% | +19.5% |
| YTD | +39.7% | +11.3% | +28.4% | +39.3% |
| 1Y | +43.2% | +3.6% | +39.7% | +42.0% |
| All | +43.2% | +3.0% | +40.2% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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