+34.3%
KO vs BBIO
+36.5%
-2.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +0.2% | -3.2% | +3.5% | +0.2% |
| 30D | +1.8% | -13.6% | +15.4% | +1.4% |
| 3M | +7.7% | +7.2% | +0.4% | +7.9% |
| 6M | +15.3% | +1.5% | +13.8% | +15.2% |
| YTD | +28.0% | -5.3% | +33.3% | +27.9% |
| 1Y | +34.3% | +37.7% | -3.5% | +34.6% |
| All | +34.3% | +36.5% | -2.2% | +34.6% |
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