+0.8%
META vs KO
+43.6%
-42.9%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.4% | +1.8% |
| 7D | +2.9% | +4.4% | -1.6% | +4.1% |
| 30D | -15.1% | +10.7% | -25.8% | -12.7% |
| 3M | +7.2% | +11.3% | -4.1% | +10.4% |
| 6M | +3.4% | +24.0% | -20.7% | +9.7% |
| YTD | -4.3% | +39.7% | -44.0% | +5.1% |
| 1Y | +0.8% | +43.2% | -42.5% | +10.9% |
| All | +0.8% | +43.6% | -42.9% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO 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 KO 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