+33.2%
KO vs AMC
-16.3%
+49.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.1% | +4.4% | +0.4% |
| 7D | -1.1% | -7.1% | +6.0% | -1.0% |
| 30D | +1.6% | -1.7% | +3.2% | +1.6% |
| 3M | +5.8% | +13.5% | -7.7% | +5.6% |
| 6M | +14.3% | +112.6% | -98.3% | +13.3% |
| YTD | +27.3% | +51.3% | -24.0% | +26.6% |
| 1Y | +33.2% | -14.5% | +47.7% | +34.8% |
| All | +33.2% | -16.3% | +49.5% | +34.8% |
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