+284.1%
BE vs KO
+33.0%
+251.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -3.5% |
| 7D | +9.7% | -1.1% | +10.8% | +7.8% |
| 30D | +22.4% | +1.6% | +20.8% | +26.2% |
| 3M | +10.4% | +5.8% | +4.6% | +28.2% |
| 6M | +67.9% | +14.3% | +53.6% | +111.2% |
| YTD | +197.5% | +27.3% | +170.2% | +327.6% |
| All | +284.1% | +33.0% | +251.2% | +491.1% |
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