+445.5%
KO vs PWR
+8,787.2%
-8,341.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | +0.2% |
| 7D | +0.4% | +4.5% | -4.1% | +0.1% |
| 30D | +1.5% | -4.9% | +6.4% | +1.8% |
| 3M | +11.8% | -7.9% | +19.7% | +12.0% |
| 6M | +16.2% | +18.3% | -2.1% | +14.1% |
| YTD | +28.1% | +51.5% | -23.4% | +23.2% |
| 1Y | +34.8% | +70.3% | -35.6% | +28.3% |
| 3Y | +65.5% | +210.6% | -145.1% | +48.4% |
| 5Y | +81.6% | +456.7% | -375.1% | +54.4% |
| 10Y | +176.7% | +2,396.1% | -2,219.4% | +107.9% |
| All | +445.5% | +8,787.2% | -8,341.7% | +263.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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