+774.7%
PLTR vs KO
+87.9%
+686.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +2.5% |
| 7D | +0.4% | +1.8% | -1.4% | +1.3% |
| 30D | -17.5% | +8.7% | -26.2% | -13.9% |
| 3M | -1.5% | +13.5% | -14.9% | +4.9% |
| 6M | +25.9% | +25.6% | +0.4% | +41.6% |
| YTD | -3.0% | +42.3% | -45.3% | +15.2% |
| 1Y | -9.7% | +39.9% | -49.6% | +6.6% |
| All | +774.7% | +87.9% | +686.8% | +1,084.6% |
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 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