+32.7%
KO vs AAOI
+352.1%
-319.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.1% | -6.0% | -0.7% |
| 7D | -1.8% | -0.7% | -1.1% | -1.8% |
| 30D | +1.4% | -17.9% | +19.3% | +1.1% |
| 3M | +15.4% | -48.0% | +63.4% | +15.1% |
| 6M | +14.3% | +5.8% | +8.4% | +14.7% |
| YTD | +27.7% | +202.7% | -175.1% | +30.4% |
| 1Y | +32.7% | +352.5% | -319.8% | +35.9% |
| All | +32.7% | +352.1% | -319.4% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 AAOI 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