+131.9%
KO vs PINS
-15.2%
+147.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.4% |
| 7D | +0.4% | -5.2% | +5.6% | +0.6% |
| 30D | +1.5% | -14.9% | +16.5% | +2.1% |
| 3M | +11.8% | -8.4% | +20.2% | +12.1% |
| 6M | +16.2% | +0.6% | +15.6% | +16.0% |
| YTD | +28.1% | -22.2% | +50.3% | +28.9% |
| 1Y | +34.8% | -46.9% | +81.7% | +37.6% |
| 3Y | +65.5% | -26.9% | +92.4% | +64.3% |
| 5Y | +81.6% | -63.0% | +144.6% | +84.9% |
| All | +131.9% | -15.2% | +147.1% | +89.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling