+33.2%
KO vs PAAS
+42.5%
-9.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.3% | +4.6% | +0.1% |
| 7D | -1.1% | -3.7% | +2.6% | -1.3% |
| 30D | +1.6% | -1.9% | +3.4% | +1.5% |
| 3M | +5.8% | +15.1% | -9.3% | +6.7% |
| 6M | +14.3% | -17.1% | +31.4% | +13.7% |
| YTD | +27.3% | -1.3% | +28.6% | +28.7% |
| 1Y | +33.2% | +41.1% | -7.9% | +38.8% |
| All | +33.2% | +42.5% | -9.4% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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