+1,359.4%
KO vs PAAS
+875.6%
+483.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.4% | +1.9% |
| 7D | +3.7% | -8.9% | +12.7% | +4.0% |
| 30D | +8.1% | -11.4% | +19.5% | +8.5% |
| 3M | +14.2% | -20.4% | +34.7% | +14.9% |
| 6M | +25.2% | -40.7% | +65.9% | +26.9% |
| YTD | +44.7% | -26.9% | +71.7% | +45.4% |
| 1Y | +43.4% | -3.1% | +46.4% | +42.6% |
| 3Y | +90.1% | +199.3% | -109.2% | +80.5% |
| 5Y | +103.0% | +48.3% | +54.7% | +96.0% |
| 10Y | +229.8% | +197.6% | +32.2% | +207.4% |
| All | +1,359.4% | +875.6% | +483.8% | +1,258.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling