+32.7%
KO vs AAL
-2.5%
+35.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.1% | -0.8% |
| 7D | -1.8% | -3.7% | +2.0% | -1.8% |
| 30D | +1.4% | -20.8% | +22.2% | +1.5% |
| 3M | +15.4% | -1.3% | +16.7% | +15.6% |
| 6M | +14.3% | +5.4% | +8.9% | +14.4% |
| YTD | +27.7% | -14.4% | +42.0% | +26.4% |
| 1Y | +32.7% | +2.1% | +30.6% | +32.1% |
| All | +32.7% | -2.5% | +35.2% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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