+39.9%
KO vs BA
-10.4%
+50.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.7% |
| 7D | +1.8% | -1.4% | +3.2% | +1.9% |
| 30D | +8.7% | -7.9% | +16.6% | +8.6% |
| 3M | +13.5% | -25.2% | +38.7% | +13.0% |
| 6M | +25.6% | -26.7% | +52.3% | +25.4% |
| YTD | +42.3% | -19.6% | +61.9% | +41.8% |
| 1Y | +39.9% | -10.6% | +50.5% | +40.7% |
| All | +39.9% | -10.4% | +50.2% | +40.7% |
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