+28.0%
NBIS vs KO
+43.6%
-15.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.1% | -7.7% | -4.5% |
| 7D | -22.4% | +4.4% | -26.8% | -14.6% |
| 30D | -39.1% | +10.7% | -49.9% | -23.9% |
| 3M | -37.3% | +11.3% | -48.6% | -20.1% |
| 6M | -19.8% | +24.0% | -43.8% | +28.1% |
| YTD | +69.1% | +39.7% | +29.4% | +214.3% |
| 1Y | +28.0% | +43.2% | -15.2% | +143.4% |
| All | +28.0% | +43.6% | -15.6% | +143.4% |
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