+81.6%
KO vs PNC
+50.6%
+31.0%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.6% | +0.2% |
| 7D | -1.1% | -0.9% | -0.2% | -1.0% |
| 30D | +1.6% | -4.4% | +6.0% | +2.1% |
| 3M | +5.8% | +5.3% | +0.5% | +5.0% |
| 6M | +14.3% | +19.6% | -5.3% | +11.4% |
| YTD | +27.3% | +19.1% | +8.2% | +23.9% |
| 1Y | +33.2% | +24.3% | +8.9% | +28.7% |
| 3Y | +64.5% | +132.2% | -67.7% | +39.6% |
| All | +81.6% | +50.6% | +31.0% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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