+43.2%
KO vs BA
-12.3%
+55.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.1% | +1.1% |
| 7D | +4.4% | +5.9% | -1.5% | +4.4% |
| 30D | +10.7% | -8.2% | +18.9% | +10.6% |
| 3M | +11.3% | -25.4% | +36.7% | +10.7% |
| 6M | +24.0% | -20.0% | +44.1% | +23.7% |
| YTD | +39.7% | -18.5% | +58.2% | +39.4% |
| 1Y | +43.2% | -10.6% | +53.9% | +44.5% |
| All | +43.2% | -12.3% | +55.5% | +44.5% |
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