+102.9%
KO vs PAAS
+48.6%
+54.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.4% | +1.9% |
| 7D | +3.7% | -8.9% | +12.7% | +3.9% |
| 30D | +8.1% | -11.4% | +19.5% | +8.4% |
| 3M | +14.2% | -20.4% | +34.7% | +14.7% |
| 6M | +25.2% | -40.7% | +65.9% | +26.7% |
| YTD | +44.7% | -26.9% | +71.7% | +45.0% |
| 1Y | +43.4% | -3.1% | +46.4% | +41.9% |
| 3Y | +90.1% | +199.3% | -109.2% | +73.0% |
| All | +102.9% | +48.6% | +54.3% | +91.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling