-38.7%
NOW vs KO
+43.6%
-82.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | +0.1% |
| 7D | -27.5% | +4.4% | -32.0% | -26.2% |
| 30D | -20.0% | +10.7% | -30.8% | -17.1% |
| 3M | -7.9% | +11.3% | -19.2% | -4.2% |
| 6M | +18.3% | +24.0% | -5.7% | +35.3% |
| YTD | -29.0% | +39.7% | -68.7% | -11.3% |
| 1Y | -38.7% | +43.2% | -81.9% | -23.9% |
| All | -38.7% | +43.6% | -82.3% | -23.9% |
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