+130.5%
KO vs PINS
-20.9%
+151.4%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.7% | -2.4% | +0.2% |
| 7D | -1.1% | -9.9% | +8.8% | -0.7% |
| 30D | +1.6% | -20.9% | +22.5% | +2.4% |
| 3M | +5.8% | -13.7% | +19.5% | +6.2% |
| 6M | +14.3% | -3.0% | +17.3% | +14.2% |
| YTD | +27.3% | -27.5% | +54.8% | +28.5% |
| 1Y | +33.2% | -46.8% | +80.0% | +35.9% |
| 3Y | +64.5% | -31.8% | +96.3% | +63.8% |
| 5Y | +83.1% | -65.4% | +148.5% | +86.9% |
| All | +130.5% | -20.9% | +151.4% | +89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 10y: compounded portfolio wealth divided by compounded PINS 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…
10y analysis · Full analysis span regression · 6 months rolling