+600,900.0%
NVDA vs KO
+509.7%
+600,390.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.1% |
| 7D | +3.8% | +0.4% | +3.4% | +3.7% |
| 30D | +0.8% | +1.5% | -0.7% | +0.2% |
| 3M | +8.2% | +11.8% | -3.6% | +3.7% |
| 6M | +27.1% | +16.2% | +10.9% | +19.8% |
| YTD | +21.2% | +28.1% | -6.9% | +10.2% |
| 1Y | +34.3% | +34.8% | -0.5% | +19.5% |
| 3Y | +396.3% | +65.5% | +330.8% | +297.9% |
| 5Y | +913.8% | +81.6% | +832.2% | +686.1% |
| 10Y | +14,572.5% | +176.7% | +14,395.8% | +9,640.7% |
| All | +600,900.0% | +509.7% | +600,390.2% | +334,629.2% |
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