+911.5%
BE vs KO
+144.6%
+766.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.8% | +8.2% | +7.6% |
| 7D | +20.0% | -1.8% | +21.7% | +20.6% |
| 30D | +7.9% | +1.4% | +6.5% | +7.3% |
| 3M | -13.2% | +15.4% | -28.6% | -19.3% |
| 6M | +53.5% | +14.3% | +39.2% | +43.1% |
| YTD | +191.0% | +27.7% | +163.4% | +157.0% |
| 1Y | +360.5% | +32.7% | +327.8% | +294.5% |
| 3Y | +1,568.0% | +62.2% | +1,505.8% | +1,116.6% |
| 5Y | +1,055.2% | +80.0% | +975.2% | +672.4% |
| All | +911.5% | +144.6% | +766.9% | +516.9% |
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