+62.9%
KO vs PINS
-31.9%
+94.8%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.7% | -2.4% | +0.4% |
| 7D | -1.1% | -9.9% | +8.8% | -1.2% |
| 30D | +1.6% | -20.9% | +22.5% | +1.2% |
| 3M | +5.8% | -13.7% | +19.5% | +5.6% |
| 6M | +14.3% | -3.0% | +17.3% | +14.5% |
| YTD | +27.3% | -27.5% | +54.8% | +27.2% |
| 1Y | +33.2% | -46.8% | +80.0% | +32.8% |
| All | +62.9% | -31.9% | +94.8% | +59.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling