+43.2%
KO vs AMC
+38.0%
+5.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +7.3% | -6.3% | +1.0% |
| 7D | +4.4% | +17.7% | -13.3% | +4.4% |
| 30D | +10.7% | +26.2% | -15.4% | +10.6% |
| 3M | +11.3% | +31.3% | -20.0% | +11.1% |
| 6M | +24.0% | +142.8% | -118.7% | +23.8% |
| YTD | +39.7% | +125.6% | -85.9% | +38.7% |
| 1Y | +43.2% | +40.2% | +3.0% | +46.0% |
| All | +43.2% | +38.0% | +5.2% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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