+516.4%
KO vs PWR
+8,273.5%
-7,757.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.7% | +2.5% | +1.9% |
| 7D | +3.7% | +11.3% | -7.6% | +2.9% |
| 30D | +8.1% | -8.9% | +17.0% | +8.6% |
| 3M | +14.2% | -10.5% | +24.7% | +14.6% |
| 6M | +25.2% | -22.2% | +47.4% | +26.5% |
| YTD | +44.7% | +42.7% | +2.0% | +39.4% |
| 1Y | +43.4% | +41.1% | +2.2% | +38.1% |
| 3Y | +90.1% | +242.7% | -152.7% | +68.6% |
| 5Y | +103.0% | +418.5% | -315.6% | +73.0% |
| 10Y | +229.8% | +1,855.0% | -1,625.2% | +151.0% |
| All | +516.4% | +8,273.5% | -7,757.1% | +311.1% |
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