+179.3%
KO vs A
+256.4%
-77.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.1% | 0.0% |
| 7D | +0.2% | -2.6% | +2.9% | +0.7% |
| 30D | +1.8% | -0.9% | +2.7% | +1.9% |
| 3M | +7.7% | +13.6% | -6.0% | +4.8% |
| 6M | +15.3% | +27.8% | -12.6% | +8.8% |
| YTD | +28.0% | +8.6% | +19.4% | +24.8% |
| 1Y | +34.3% | +16.9% | +17.4% | +28.5% |
| 3Y | +63.8% | +32.9% | +30.9% | +47.8% |
| 5Y | +84.1% | -14.1% | +98.2% | +84.9% |
| All | +179.3% | +256.4% | -77.1% | +95.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded A 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling