+32.7%
KO vs BB
+105.3%
-72.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -1.8% | -5.6% | +3.9% | -2.2% |
| 30D | +1.4% | -11.8% | +13.2% | +0.5% |
| 3M | +15.4% | -25.5% | +40.9% | +13.1% |
| 6M | +14.3% | +121.3% | -107.0% | +20.8% |
| YTD | +27.7% | +103.2% | -75.5% | +34.0% |
| 1Y | +32.7% | +102.6% | -69.9% | +40.3% |
| All | +32.7% | +105.3% | -72.6% | +40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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