+521.8%
NOW vs KO
+224.9%
+297.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +2.9% |
| 7D | -5.6% | +1.8% | -7.4% | -6.2% |
| 30D | -26.8% | +8.7% | -35.4% | -29.2% |
| 3M | -19.4% | +13.5% | -32.9% | -23.4% |
| 6M | +12.3% | +25.6% | -13.3% | +2.7% |
| YTD | -32.9% | +42.3% | -75.2% | -42.4% |
| 1Y | -40.3% | +39.9% | -80.2% | -48.4% |
| 3Y | -19.1% | +87.5% | -106.6% | -41.1% |
| 5Y | -24.4% | +99.1% | -123.4% | -46.8% |
| 10Y | +521.8% | +224.2% | +297.6% | +271.4% |
| All | +521.8% | +224.9% | +297.0% | +271.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling