+1,972.6%
NOW vs KO
+284.3%
+1,688.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -3.0% | +1.7% | -4.7% | -3.6% |
| 30D | -26.0% | +11.5% | -37.5% | -29.4% |
| 3M | -13.1% | +10.8% | -23.9% | -16.8% |
| 6M | +14.5% | +22.3% | -7.7% | +5.2% |
| YTD | -33.4% | +39.5% | -72.9% | -42.8% |
| 1Y | -40.6% | +42.2% | -82.8% | -49.5% |
| 3Y | -16.3% | +83.1% | -99.4% | -38.6% |
| 5Y | -26.3% | +94.8% | -121.2% | -47.8% |
| 10Y | +512.7% | +212.9% | +299.9% | +241.7% |
| All | +1,972.6% | +284.3% | +1,688.2% | +878.7% |
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