Compendium › Momo Momentum › KO
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
KO
Alpaca Tradeable

Momo Momentum's Analysis

Year to Date: 2026-01-01 to present • 2 trades in period

+7.39%
Year to Date Return
$10,737.23
Current Value
100%
Win Rate
$9,998.53
Period Start
Login to Apply

Strategy Score Scored Sep 24, 2026

11
Lifetime
Confidence: 46%

Quality Components

Return-to-Risk
2.2/35
Total Return
7.7/25
Win Rate
6.9/15
Profit Factor
1.4/15
Consistency
6.0/10
Raw Quality 24.2/100
× Confidence 0.46 = 11.0

30-Day Momentum

Insufficient Recent Data
Fewer than 3 trades in the last 30 days. Momentum scores require recent trading activity.
How Scoring Works: Score = Quality × Confidence. Quality (0-100) rates absolute performance across 5 dimensions: Return-to-Risk (35pts), Total Return (25pts), Win Rate (15pts), Profit Factor (15pts), Consistency (10pts). Confidence (46%) adjusts for trade count and freshness — more trades + recent activity = higher confidence. Momentum uses the same model recalibrated for a 30-day trailing window. PRO status requires both Lifetime Score ≥ 70 and Momentum ≥ 40.

Data Transparency (Year to Date)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
15,749
Timeframe
5-Minute Bars
Period Range
2026-01-01 → 2026-09-24
Trading Days
189 days
Data Gaps
None (8 market holidays)

Market Closed (8 days)

2026-01-01 — New Year's Day, 2026-01-19 — MLK Jr. Day, 2026-02-16 — Presidents' Day, 2026-04-03 — Good Friday, 2026-05-25 — Memorial Day, 2026-06-19 — Juneteenth, 2026-07-03 — Independence Day (observed), 2026-09-07 — Labor Day
Brokerage: Alpaca Markets

✓ Tradeable on Alpaca
Stocks: Commission-free • Market hours: 9:30 AM - 4:00 PM ET

To execute these strategies, you'll need an Alpaca brokerage account.

Performance Summary (Year to Date)

Period Start Capital
$9,998.53
Current Value
$10,737.23
Period P&L
$738.70
Max Drawdown
-11.5%
Sharpe Ratio
14.55

Trade Statistics (Year to Date)

Trades in Period
2
Winners / Losers
2 / 0
Best Trade
+3.88%
Worst Trade
+3.38%
Avg Trade Return
+3.63%
Avg Hold Time
34.6d

💰 Trading Cost Analysis (Alpaca Fees) (Year to Date)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$41,468.25
Estimated Fees
$0.00
Gross P&L
$738.70
Net P&L (after fees)
$738.70
Gross Return
+7.39%
Net Return (after fees)
+7.39%

✅ Stocks: Alpaca offers commission-free stock trading. No fees on this symbol!
Actual fees may vary based on your volume tier. See Alpaca pricing.

Equity Curve — Your Money Over Time

Each dot is a completed trade. ● Green = profitable trade, ● Red = losing trade. Hover for details.

The dashed blue line shows your starting $10,000. Points above = profit, points below = loss.

🖱️ Scroll to zoom • Click & drag to pan • Double-click to reset

Price Action + Equity Overlay

📈 KO Price (left axis) vs 📊 Your Equity (right axis). See how the stock price moved while you held positions.

🖱️ Scroll to zoom • Click & drag to pan • Double-click to reset
📊 Price data: 189 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Year to Date - 2 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Momo Momentum had $9,998.53 at period start. When he sees a buy signal, he uses all available cash to buy shares. He holds until hitting his +5% target, -10% stop loss, or 30-day limit. After selling, the profit/loss is added to his balance, and the next trade uses that new balance.

# Action Date & Time Price/Share Shares Total Value Balance After Result Exit Reason
1 🟢 BUY Feb 2, 2026 9:35am ET $75.06 133 $9,982.98 — — —
🔴 SELL Feb 9, 2026 3:55pm ET $77.97 133 $10,370.67 $10,386.23 +$387.70
(+3.9%) 		📅 Sim Ended
7.3d held
2 🟢 BUY Apr 28, 2026 9:45am ET $79.86 130 $10,381.80 — — —
🔴 SELL Jun 29, 2026 9:30am ET $82.56 130 $10,732.80 $10,737.23 +$351.00
(+3.4%) 		⏰ 30 Day Max
62d held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $10,737.23
Net Profit/Loss: +$737.23
Total Return: +7.37%
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