+32.7%
KO vs SNOW
+51.4%
-18.7%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.4% | +4.6% | -1.2% |
| 7D | -1.8% | +2.8% | -4.6% | -1.5% |
| 30D | +1.4% | +6.4% | -5.0% | +2.0% |
| 3M | +15.4% | +38.1% | -22.7% | +18.5% |
| 6M | +14.3% | +100.4% | -86.1% | +22.6% |
| YTD | +27.7% | +53.7% | -26.0% | +32.4% |
| 1Y | +32.7% | +52.0% | -19.3% | +38.9% |
| All | +32.7% | +51.4% | -18.7% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNOW.
Daily Out/Under-Performance
Portfolio return minus SNOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNOW 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 SNOW 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