+83.1%
KO vs PL
+455.3%
-372.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.4% | -10.4% | +0.2% |
| 7D | +1.7% | -6.8% | +8.5% | +1.5% |
| 30D | +11.5% | -29.3% | +40.8% | +10.6% |
| 3M | +10.8% | -44.8% | +55.6% | +9.3% |
| 6M | +22.3% | -68.4% | +90.6% | +19.6% |
| YTD | +39.5% | -36.4% | +75.9% | +38.4% |
| 1Y | +42.2% | +0.7% | +41.5% | +42.2% |
| 3Y | +83.1% | +455.3% | -372.2% | +82.5% |
| All | +83.1% | +455.3% | -372.2% | +82.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling