+1,227.8%
BE vs KO
+80.7%
+1,147.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -1.9% | -3.1% |
| 7D | +23.9% | -0.8% | +24.7% | +23.7% |
| 30D | +27.8% | +0.8% | +27.1% | +28.2% |
| 3M | +3.7% | +8.3% | -4.6% | +6.0% |
| 6M | +78.0% | +14.0% | +63.9% | +81.8% |
| YTD | +209.9% | +26.9% | +183.0% | +214.3% |
| 1Y | +389.6% | +32.7% | +356.9% | +392.1% |
| 3Y | +1,730.6% | +63.9% | +1,666.6% | +1,526.8% |
| 5Y | +1,227.8% | +81.7% | +1,146.1% | +1,185.8% |
| All | +1,227.8% | +80.7% | +1,147.1% | +1,185.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling