-42.1%
NOW vs KO
+40.2%
-82.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -2.7% |
| 7D | -8.7% | +2.2% | -11.0% | -8.0% |
| 30D | -29.3% | +10.1% | -39.3% | -26.7% |
| 3M | -21.8% | +12.2% | -34.1% | -18.4% |
| 6M | +9.2% | +25.1% | -15.9% | +25.4% |
| YTD | -35.0% | +41.3% | -76.3% | -17.2% |
| All | -42.1% | +40.2% | -82.3% | -26.6% |
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