+43.2%
KO vs ALNY
-62.5%
+105.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.3% | +1.0% |
| 7D | +4.4% | -30.7% | +35.1% | +4.9% |
| 30D | +10.7% | -26.7% | +37.5% | +11.1% |
| 3M | +11.3% | -26.4% | +37.8% | +11.6% |
| 6M | +24.0% | -45.9% | +70.0% | +24.9% |
| YTD | +39.7% | -59.5% | +99.2% | +36.1% |
| 1Y | +43.2% | -62.0% | +105.2% | +40.2% |
| All | +43.2% | -62.5% | +105.8% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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