+57.4%
KO vs AHR
+360.2%
-302.8%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.3% |
| 7D | -1.1% | -3.0% | +1.9% | -0.8% |
| 30D | +1.6% | +2.6% | -1.0% | +1.3% |
| 3M | +5.8% | +16.0% | -10.3% | +4.2% |
| 6M | +14.3% | +3.1% | +11.2% | +13.6% |
| YTD | +27.3% | +16.0% | +11.3% | +25.4% |
| 1Y | +33.2% | +28.0% | +5.2% | +30.1% |
| All | +57.4% | +360.2% | -302.8% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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