-29.8%
NOW vs KO
+33.8%
-63.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.6% |
| 7D | -4.1% | -0.8% | -3.3% | -4.3% |
| 30D | +2.9% | +0.8% | +2.1% | +3.1% |
| 3M | +22.6% | +8.3% | +14.2% | +26.8% |
| 6M | +7.5% | +14.0% | -6.5% | +18.4% |
| YTD | -14.4% | +26.9% | -41.3% | -3.7% |
| 1Y | -29.8% | +32.7% | -62.5% | -20.4% |
| All | -29.8% | +33.8% | -63.6% | -20.4% |
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 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