+228.7%
KO vs AMC
-98.8%
+327.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.7% | +4.6% | +1.9% |
| 7D | +3.7% | +3.5% | +0.2% | +3.7% |
| 30D | +8.1% | +12.5% | -4.3% | +8.0% |
| 3M | +14.2% | +23.6% | -9.4% | +14.0% |
| 6M | +25.2% | +144.4% | -119.2% | +24.3% |
| YTD | +44.7% | +108.3% | -63.6% | +43.8% |
| 1Y | +43.4% | +38.9% | +4.5% | +42.8% |
| 3Y | +90.1% | -58.9% | +148.9% | +89.9% |
| 5Y | +103.0% | -99.2% | +202.1% | +105.6% |
| All | +228.7% | -98.8% | +327.5% | +206.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling