+257,669.3%
AMZN vs KO
+462.4%
+257,206.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.4% |
| 7D | -1.0% | -0.8% | -0.2% | -0.7% |
| 30D | -9.2% | +0.8% | -10.0% | -9.5% |
| 3M | +3.4% | +8.3% | -5.0% | -0.1% |
| 6M | +18.2% | +14.0% | +4.2% | +11.8% |
| YTD | +9.3% | +26.9% | -17.6% | -1.1% |
| 1Y | +5.9% | +32.7% | -26.7% | -6.1% |
| 3Y | +82.6% | +63.9% | +18.6% | +46.0% |
| 5Y | +44.9% | +81.7% | -36.8% | +11.1% |
| 10Y | +564.1% | +183.0% | +381.1% | +312.6% |
| All | +257,669.3% | +462.4% | +257,206.9% | +103,727.3% |
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