+32.7%
KO vs PL
+176.6%
-143.9%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.4% | -0.9% |
| 7D | -1.8% | -9.3% | +7.5% | -2.2% |
| 30D | +1.4% | -18.9% | +20.4% | +0.6% |
| 3M | +15.4% | -58.4% | +73.8% | +12.1% |
| 6M | +14.3% | -30.3% | +44.6% | +13.4% |
| YTD | +27.7% | -8.1% | +35.8% | +28.3% |
| 1Y | +32.7% | +180.5% | -147.8% | +36.8% |
| All | +32.7% | +176.6% | -143.9% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 1y: compounded portfolio wealth divided by compounded PL 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…
1y analysis · Full analysis span regression · 6 months rolling