+2.6%
NOW vs KO
+84.2%
-81.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.3% | -5.3% | -5.0% |
| 7D | -6.1% | +0.4% | -6.5% | -6.1% |
| 30D | +7.5% | +1.5% | +6.0% | +7.2% |
| 3M | +17.5% | +11.8% | +5.7% | +15.8% |
| 6M | +7.9% | +16.2% | -8.3% | +5.5% |
| YTD | -12.4% | +28.1% | -40.5% | -17.0% |
| 1Y | -28.6% | +34.8% | -63.3% | -33.5% |
| 3Y | +11.8% | +65.5% | -53.6% | -8.8% |
| 5Y | +2.6% | +81.6% | -78.9% | -19.7% |
| All | +2.6% | +84.2% | -81.6% | -19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling