+85.6%
KO vs PDD
-28.4%
+114.0%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +0.9% |
| 7D | +2.2% | -1.0% | +3.2% | +2.2% |
| 30D | +10.1% | -2.4% | +12.5% | +10.1% |
| 3M | +12.2% | -14.6% | +26.8% | +12.2% |
| 6M | +25.1% | -19.6% | +44.7% | +25.1% |
| YTD | +41.3% | -30.0% | +71.3% | +41.2% |
| 1Y | +41.1% | -42.5% | +83.6% | +41.0% |
| All | +85.6% | -28.4% | +114.0% | +83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 3y: compounded portfolio wealth divided by compounded PDD 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…
3y analysis · Full analysis span regression · 6 months rolling