+177.9%
KO vs AAL
-64.2%
+242.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | -1.1% | -0.9% | -0.2% | -1.0% |
| 30D | +1.6% | -16.0% | +17.5% | +3.1% |
| 3M | +5.8% | -4.2% | +10.0% | +5.9% |
| 6M | +14.3% | +15.7% | -1.4% | +12.2% |
| YTD | +27.3% | -16.2% | +43.5% | +28.3% |
| 1Y | +33.2% | +0.2% | +32.9% | +31.7% |
| 3Y | +64.5% | -8.1% | +72.6% | +60.0% |
| 5Y | +83.1% | -32.2% | +115.3% | +79.9% |
| All | +177.9% | -64.2% | +242.1% | +160.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling