+248.8%
NBIS vs KO
+31.0%
+217.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.8% | +8.3% | +6.1% |
| 7D | +8.2% | -1.8% | +10.0% | +5.0% |
| 30D | +3.4% | +1.4% | +2.0% | +6.5% |
| 3M | -12.8% | +15.4% | -28.2% | +12.6% |
| 6M | +131.5% | +14.3% | +117.3% | +195.9% |
| YTD | +170.5% | +27.7% | +142.8% | +288.9% |
| 1Y | +248.8% | +32.7% | +216.1% | +455.2% |
| All | +248.8% | +31.0% | +217.7% | +455.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO 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 KO 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