+113.2%
WDC vs KO
+43.6%
+69.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.1% | -7.8% | -5.4% |
| 7D | -18.3% | +4.4% | -22.7% | -13.4% |
| 30D | -26.7% | +10.7% | -37.4% | -16.0% |
| 3M | -40.9% | +11.3% | -52.3% | -31.7% |
| 6M | -26.8% | +24.0% | -50.8% | -4.5% |
| YTD | +88.2% | +39.7% | +48.5% | +182.7% |
| 1Y | +113.2% | +43.2% | +70.0% | +225.8% |
| All | +113.2% | +43.6% | +69.6% | +225.8% |
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