+875.7%
NVDA vs KO
+81.8%
+793.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.2% |
| 7D | -4.3% | -1.1% | -3.2% | -4.4% |
| 30D | +0.5% | +1.6% | -1.1% | +0.6% |
| 3M | +9.1% | +5.8% | +3.3% | +9.6% |
| 6M | +18.5% | +14.3% | +4.2% | +19.2% |
| YTD | +17.4% | +27.3% | -10.0% | +17.9% |
| 1Y | +23.4% | +33.2% | -9.7% | +23.6% |
| 3Y | +380.6% | +64.5% | +316.1% | +328.2% |
| 5Y | +875.7% | +83.1% | +792.6% | +764.6% |
| All | +875.7% | +81.8% | +793.9% | +764.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling