-37.8%
NFLX vs KO
+31.0%
-68.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.8% | -4.5% | -5.0% |
| 7D | -4.2% | -1.8% | -2.5% | -3.5% |
| 30D | +5.5% | +1.4% | +4.0% | +5.0% |
| 3M | -4.1% | +15.4% | -19.4% | -7.2% |
| 6M | -20.7% | +14.3% | -35.0% | -23.1% |
| YTD | -16.5% | +27.7% | -44.2% | -20.3% |
| 1Y | -37.8% | +32.7% | -70.5% | -41.0% |
| All | -37.8% | +31.0% | -68.8% | -41.0% |
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