+2,408.2%
KO vs BIIB
+7,081.0%
-4,672.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.9% | +0.2% |
| 7D | -1.1% | -4.0% | +2.9% | -0.9% |
| 30D | +1.6% | +5.7% | -4.1% | +1.2% |
| 3M | +5.8% | +10.9% | -5.2% | +5.1% |
| 6M | +14.3% | +14.3% | -0.1% | +13.2% |
| YTD | +27.3% | +22.4% | +4.9% | +25.6% |
| 1Y | +33.2% | +51.1% | -17.9% | +29.7% |
| 3Y | +64.5% | -16.8% | +81.3% | +65.1% |
| 5Y | +83.1% | -28.1% | +111.3% | +84.1% |
| 10Y | +183.9% | -27.2% | +211.2% | +177.8% |
| All | +2,408.2% | +7,081.0% | -4,672.8% | +1,726.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 all: compounded portfolio wealth divided by compounded BIIB 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…
all analysis · Full analysis span regression · 6 months rolling