+11.6%
PLTR vs KO
+31.0%
-19.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.7% | -5.0% |
| 7D | -6.4% | -1.8% | -4.6% | -7.6% |
| 30D | +10.0% | +1.4% | +8.6% | +11.1% |
| 3M | +23.0% | +15.4% | +7.6% | +38.9% |
| 6M | +13.8% | +14.3% | -0.5% | +27.8% |
| YTD | -1.9% | +27.7% | -29.6% | +19.5% |
| 1Y | +11.6% | +32.7% | -21.0% | +45.6% |
| All | +11.6% | +31.0% | -19.4% | +45.6% |
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