+6.7%
AMZN vs KO
+43.6%
-36.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.1% | +5.1% | +6.3% |
| 7D | +4.5% | +4.4% | +0.1% | +5.5% |
| 30D | +5.8% | +10.7% | -4.9% | +7.9% |
| 3M | -4.1% | +11.3% | -15.4% | -2.0% |
| 6M | -2.2% | +24.0% | -26.3% | +1.4% |
| YTD | +15.3% | +39.7% | -24.4% | +21.1% |
| 1Y | +6.7% | +43.2% | -36.5% | +11.9% |
| All | +6.7% | +43.6% | -36.9% | +11.9% |
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