+649.9%
PLTR vs KO
+98.7%
+551.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.7% | +1.4% | +2.2% |
| 7D | +0.4% | +1.8% | -1.4% | +0.7% |
| 30D | -17.5% | +8.7% | -26.2% | -16.5% |
| 3M | -1.5% | +13.5% | -14.9% | +0.3% |
| 6M | +25.9% | +25.6% | +0.4% | +29.8% |
| YTD | -3.0% | +42.3% | -45.3% | +0.3% |
| 1Y | -9.7% | +39.9% | -49.6% | -6.6% |
| 3Y | +776.5% | +87.5% | +688.9% | +759.5% |
| 5Y | +649.9% | +99.1% | +550.8% | +671.0% |
| All | +649.9% | +98.7% | +551.1% | +671.0% |
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