+27.0%
NFLX vs KO
+81.8%
-54.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -8.1% | -1.1% | -7.0% | -7.7% |
| 30D | +1.6% | +1.6% | +0.1% | +1.2% |
| 3M | -7.3% | +5.8% | -13.1% | -8.7% |
| 6M | -21.6% | +14.3% | -35.9% | -24.3% |
| YTD | -18.9% | +27.3% | -46.2% | -24.0% |
| 1Y | -39.1% | +33.2% | -72.3% | -43.7% |
| 3Y | +71.7% | +64.5% | +7.2% | +45.2% |
| 5Y | +27.0% | +83.1% | -56.2% | +8.3% |
| All | +27.0% | +81.8% | -54.9% | +8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling