+43.6%
KO vs BBIO
+26.9%
+16.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.2% | -4.2% | +1.1% |
| 7D | +4.4% | +10.0% | -5.5% | +4.6% |
| 30D | +10.7% | +17.8% | -7.0% | +11.0% |
| 3M | +11.3% | -5.1% | +16.4% | +11.1% |
| 6M | +24.0% | +12.9% | +11.1% | +24.3% |
| YTD | +39.7% | +1.8% | +37.9% | +39.8% |
| All | +43.6% | +26.9% | +16.6% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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