+86.3%
KO vs AMC
-58.9%
+145.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.8% | +0.9% |
| 7D | +2.2% | +5.5% | -3.3% | +2.2% |
| 30D | +10.1% | +16.1% | -6.0% | +10.0% |
| 3M | +12.2% | +43.0% | -30.8% | +12.0% |
| 6M | +25.1% | +130.7% | -105.5% | +24.5% |
| YTD | +41.3% | +121.8% | -80.5% | +40.5% |
| 1Y | +41.1% | +40.7% | +0.4% | +40.6% |
| 3Y | +86.3% | -56.8% | +143.1% | +85.2% |
| All | +86.3% | -58.9% | +145.2% | +85.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling