-16.3%
NOW vs KO
+83.7%
-100.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -3.0% | +1.7% | -4.7% | -2.6% |
| 30D | -26.0% | +11.5% | -37.5% | -24.3% |
| 3M | -13.1% | +10.8% | -23.9% | -11.2% |
| 6M | +14.5% | +22.3% | -7.7% | +21.1% |
| YTD | -33.4% | +39.5% | -72.9% | -27.4% |
| 1Y | -40.6% | +42.2% | -82.8% | -35.1% |
| 3Y | -16.3% | +83.1% | -99.4% | -8.9% |
| All | -16.3% | +83.7% | -100.0% | -8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling