+211.9%
KO vs WING
+407.0%
-195.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +0.4% | -0.1% | +0.5% | +0.4% |
| 30D | +1.5% | -6.0% | +7.5% | +1.8% |
| 3M | +11.8% | -23.5% | +35.3% | +13.3% |
| 6M | +16.2% | -52.0% | +68.2% | +20.8% |
| YTD | +28.1% | -53.8% | +81.9% | +32.9% |
| 1Y | +34.8% | -63.8% | +98.6% | +41.7% |
| 3Y | +65.5% | -30.8% | +96.2% | +62.1% |
| 5Y | +81.6% | -34.3% | +115.9% | +74.7% |
| 10Y | +176.7% | +352.4% | -175.7% | +120.9% |
| All | +211.9% | +407.0% | -195.1% | +142.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling