+4,224.1%
KO vs BNY
+8,070.6%
-3,846.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -1.1% | -1.1% | 0.0% | -0.9% |
| 30D | +1.6% | +1.4% | +0.1% | +1.2% |
| 3M | +5.8% | +16.8% | -11.1% | +2.3% |
| 6M | +14.3% | +42.0% | -27.7% | +6.1% |
| YTD | +27.3% | +41.9% | -14.6% | +18.0% |
| 1Y | +33.2% | +59.2% | -26.0% | +20.4% |
| 3Y | +64.5% | +290.9% | -226.4% | +22.6% |
| 5Y | +83.1% | +259.0% | -175.9% | +37.0% |
| 10Y | +183.9% | +413.0% | -229.1% | +92.3% |
| All | +4,224.1% | +8,070.6% | -3,846.5% | +1,390.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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