+83.1%
KO vs NDAQ
+48.4%
+34.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.7% | +0.7% |
| 7D | -1.1% | -6.8% | +5.7% | 0.0% |
| 30D | +1.6% | -3.2% | +4.7% | +2.1% |
| 3M | +5.8% | +6.5% | -0.7% | +4.6% |
| 6M | +14.3% | +5.7% | +8.5% | +13.0% |
| YTD | +27.3% | -4.6% | +31.9% | +27.9% |
| 1Y | +33.2% | -1.6% | +34.7% | +32.7% |
| 3Y | +64.5% | +86.4% | -22.0% | +40.3% |
| 5Y | +83.1% | +50.3% | +32.8% | +59.1% |
| All | +83.1% | +48.4% | +34.8% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 5y: compounded portfolio wealth divided by compounded NDAQ 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…
5y analysis · Full analysis span regression · 6 months rolling