+43.2%
KO vs W
+21.5%
+21.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +11.0% | -9.9% | +1.1% |
| 7D | +4.4% | +8.4% | -3.9% | +4.4% |
| 30D | +10.7% | +16.5% | -5.8% | +10.7% |
| 3M | +11.3% | +6.4% | +4.9% | +11.2% |
| 6M | +24.0% | +90.5% | -66.5% | +24.7% |
| YTD | +39.7% | +23.1% | +16.6% | +40.9% |
| 1Y | +43.2% | +24.3% | +19.0% | +44.4% |
| All | +43.2% | +21.5% | +21.8% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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