+548.8%
PLTR vs KO
+80.7%
+468.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.5% | -0.6% |
| 7D | 0.0% | -0.8% | +0.8% | -0.1% |
| 30D | -3.3% | +0.8% | -4.0% | -3.2% |
| 3M | +28.4% | +8.3% | +20.0% | +29.6% |
| 6M | +8.4% | +14.0% | -5.7% | +10.1% |
| YTD | -4.6% | +26.9% | -31.5% | -3.1% |
| 1Y | +4.4% | +32.7% | -28.3% | +5.9% |
| 3Y | +1,020.5% | +63.9% | +956.5% | +985.1% |
| 5Y | +548.8% | +81.7% | +467.1% | +551.0% |
| All | +548.8% | +80.7% | +468.1% | +551.0% |
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