+32.7%
KO vs BA
-8.9%
+41.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.7% | -0.8% |
| 7D | -1.8% | +1.2% | -2.9% | -1.7% |
| 30D | +1.4% | -11.6% | +13.1% | +1.1% |
| 3M | +15.4% | -2.4% | +17.8% | +15.3% |
| 6M | +14.3% | -6.6% | +20.9% | +13.8% |
| YTD | +27.7% | -2.2% | +29.9% | +27.6% |
| 1Y | +32.7% | -8.0% | +40.7% | +34.0% |
| All | +32.7% | -8.9% | +41.6% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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