+1,101.8%
NBIS vs KO
+31.5%
+1,070.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -2.8% |
| 7D | +17.8% | -0.8% | +18.5% | +16.4% |
| 30D | +30.5% | +0.8% | +29.8% | +32.6% |
| 3M | +9.2% | +8.3% | +0.9% | +27.1% |
| 6M | +153.2% | +14.0% | +139.1% | +218.0% |
| YTD | +187.1% | +26.9% | +160.2% | +314.0% |
| 1Y | +151.1% | +32.7% | +118.4% | +285.1% |
| All | +1,101.8% | +31.5% | +1,070.3% | +2,314.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling