+83.1%
KO vs WING
-35.5%
+118.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -1.1% | +0.2% | -1.3% | -1.1% |
| 30D | +1.6% | -0.5% | +2.0% | +1.5% |
| 3M | +5.8% | -23.9% | +29.6% | +6.7% |
| 6M | +14.3% | -48.9% | +63.2% | +17.1% |
| YTD | +27.3% | -53.3% | +80.7% | +30.6% |
| 1Y | +33.2% | -60.3% | +93.5% | +37.3% |
| 3Y | +64.5% | -30.1% | +94.6% | +59.1% |
| 5Y | +83.1% | -36.2% | +119.3% | +68.5% |
| All | +83.1% | -35.5% | +118.7% | +68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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