+790.9%
NOW vs KO
+175.5%
+615.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.0% |
| 7D | -4.1% | -0.8% | -3.3% | -3.8% |
| 30D | +2.9% | +0.8% | +2.1% | +2.6% |
| 3M | +22.6% | +8.3% | +14.2% | +19.1% |
| 6M | +7.5% | +14.0% | -6.5% | +1.7% |
| YTD | -14.4% | +26.9% | -41.3% | -23.2% |
| 1Y | -29.8% | +32.7% | -62.5% | -38.4% |
| 3Y | +9.2% | +63.9% | -54.7% | -16.2% |
| 5Y | +0.8% | +81.7% | -80.9% | -27.0% |
| 10Y | +790.9% | +183.0% | +607.9% | +423.3% |
| All | +790.9% | +175.5% | +615.5% | +423.3% |
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 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