-32.0%
APP vs KO
+41.1%
-73.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.7% | +1.7% | +2.9% |
| 7D | +48.9% | +1.8% | +47.1% | +51.2% |
| 30D | +49.4% | +8.7% | +40.8% | +60.1% |
| 3M | +27.0% | +13.5% | +13.5% | +40.9% |
| 6M | -15.4% | +25.6% | -41.0% | +5.7% |
| YTD | -39.9% | +42.3% | -82.2% | -14.8% |
| 1Y | -32.0% | +39.9% | -71.8% | -4.1% |
| All | -32.0% | +41.1% | -73.1% | -4.1% |
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