+553.0%
AMZN vs KO
+183.3%
+369.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | -2.7% | -1.1% | -1.6% | -2.4% |
| 30D | -7.5% | +1.6% | -9.0% | -7.9% |
| 3M | +5.8% | +5.8% | +0.1% | +4.0% |
| 6M | +17.5% | +14.3% | +3.2% | +12.7% |
| YTD | +9.1% | +27.3% | -18.2% | +1.1% |
| 1Y | +9.4% | +33.2% | -23.8% | -0.3% |
| 3Y | +82.2% | +64.5% | +17.8% | +50.6% |
| 5Y | +45.2% | +83.1% | -37.9% | +16.0% |
| All | +553.0% | +183.3% | +369.7% | +334.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling