+70.7%
NFLX vs KO
+63.8%
+7.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | 0.0% | -0.8% |
| 7D | -8.1% | -0.8% | -7.3% | -8.0% |
| 30D | -0.3% | +0.8% | -1.1% | -0.4% |
| 3M | -6.6% | +8.3% | -14.9% | -7.3% |
| 6M | -22.7% | +14.0% | -36.7% | -23.5% |
| YTD | -18.9% | +26.9% | -45.8% | -19.9% |
| 1Y | -39.8% | +32.7% | -72.5% | -40.6% |
| All | +70.7% | +63.8% | +7.0% | +68.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling