+83.1%
KO vs PINS
-66.2%
+149.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.7% | -2.4% | +0.3% |
| 7D | -1.1% | -9.9% | +8.8% | -1.0% |
| 30D | +1.6% | -20.9% | +22.5% | +1.7% |
| 3M | +5.8% | -13.7% | +19.5% | +5.8% |
| 6M | +14.3% | -3.0% | +17.3% | +14.3% |
| YTD | +27.3% | -27.5% | +54.8% | +27.7% |
| 1Y | +33.2% | -46.8% | +80.0% | +33.9% |
| 3Y | +64.5% | -31.8% | +96.3% | +63.7% |
| 5Y | +83.1% | -65.4% | +148.5% | +79.9% |
| All | +83.1% | -66.2% | +149.3% | +79.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling