+461.0%
KO vs AEE
+807.2%
-346.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.9% |
| 7D | -1.1% | -0.7% | -0.4% | -0.8% |
| 30D | +1.6% | -2.0% | +3.5% | +2.4% |
| 3M | +5.8% | -2.8% | +8.6% | +7.0% |
| 6M | +14.3% | -3.6% | +17.9% | +15.8% |
| YTD | +27.3% | +7.3% | +20.0% | +23.0% |
| 1Y | +33.2% | +8.7% | +24.5% | +27.8% |
| 3Y | +64.5% | +46.0% | +18.5% | +37.2% |
| 5Y | +83.1% | +39.8% | +43.3% | +54.4% |
| 10Y | +183.9% | +191.4% | -7.5% | +72.2% |
| All | +461.0% | +807.2% | -346.3% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 all: compounded portfolio wealth divided by compounded AEE 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…
all analysis · Full analysis span regression · 6 months rolling