+65,302.9%
NFLX vs KO
+532.2%
+64,770.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.9% |
| 3M | -4.1% | +15.4% | -19.4% | -9.6% |
| 6M | -20.7% | +14.3% | -35.0% | -25.1% |
| YTD | -16.5% | +27.7% | -44.2% | -24.9% |
| 1Y | -37.8% | +32.7% | -70.5% | -45.0% |
| 3Y | +77.9% | +62.2% | +15.7% | +42.0% |
| 5Y | +32.5% | +80.0% | -47.5% | +0.4% |
| 10Y | +703.6% | +175.6% | +527.9% | +378.4% |
| All | +65,302.9% | +532.2% | +64,770.7% | +21,837.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling