+43.2%
KO vs BX
-8.3%
+51.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +6.2% | -5.2% | +1.2% |
| 7D | +4.4% | +8.3% | -3.9% | +4.6% |
| 30D | +10.7% | +13.5% | -2.8% | +11.1% |
| 3M | +11.3% | -7.6% | +18.9% | +10.6% |
| 6M | +24.0% | +4.0% | +20.0% | +24.8% |
| YTD | +39.7% | -15.2% | +54.9% | +38.0% |
| 1Y | +43.2% | -8.5% | +51.7% | +38.8% |
| All | +43.2% | -8.3% | +51.6% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 BX 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