+43.2%
KO vs BSX
-53.7%
+96.9%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.3% | -4.3% | +0.7% |
| 7D | +4.4% | +8.0% | -3.6% | +3.9% |
| 30D | +10.7% | +8.1% | +2.7% | +10.1% |
| 3M | +11.3% | -6.7% | +18.0% | +11.5% |
| 6M | +24.0% | -19.4% | +43.5% | +23.7% |
| YTD | +39.7% | -51.9% | +91.6% | +41.6% |
| 1Y | +43.2% | -53.6% | +96.9% | +45.7% |
| All | +43.2% | -53.7% | +96.9% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 BSX 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