+43.2%
KO vs ADI
+76.5%
-33.3%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.2% | +4.3% | +0.7% |
| 7D | +4.4% | -5.1% | +9.6% | +3.9% |
| 30D | +10.7% | -3.1% | +13.8% | +10.6% |
| 3M | +11.3% | +7.1% | +4.2% | +12.1% |
| 6M | +24.0% | +2.9% | +21.1% | +24.3% |
| YTD | +39.7% | +51.1% | -11.4% | +41.1% |
| 1Y | +43.2% | +79.3% | -36.1% | +45.5% |
| All | +43.2% | +76.5% | -33.3% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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