-39.3%
APP vs KO
+42.1%
-81.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.5% | -2.8% |
| 7D | +61.1% | +2.2% | +58.9% | +63.9% |
| 30D | +42.8% | +10.1% | +32.7% | +55.0% |
| 3M | +16.7% | +12.2% | +4.4% | +28.7% |
| 6M | -15.6% | +25.1% | -40.7% | +6.3% |
| YTD | -41.3% | +41.3% | -82.6% | -14.7% |
| 1Y | -39.3% | +41.1% | -80.4% | -11.1% |
| All | -39.3% | +42.1% | -81.4% | -11.1% |
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