+2,771.1%
NOW vs KO
+251.7%
+2,519.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.1% | -2.6% |
| 7D | -2.4% | -1.8% | -0.6% | -1.7% |
| 30D | +20.5% | +1.4% | +19.1% | +19.9% |
| 3M | +18.3% | +15.4% | +3.0% | +11.9% |
| 6M | +24.1% | +14.3% | +9.8% | +17.0% |
| YTD | -7.8% | +27.7% | -35.4% | -17.7% |
| 1Y | -21.4% | +32.7% | -54.1% | -31.2% |
| 3Y | +19.5% | +62.2% | -42.7% | -7.4% |
| 5Y | +4.1% | +80.0% | -75.9% | -23.7% |
| 10Y | +826.4% | +175.6% | +650.8% | +446.1% |
| All | +2,771.1% | +251.7% | +2,519.4% | +1,308.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling