+97.8%
KO vs AMC
-99.1%
+196.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +9.9% |
| 3M | +12.2% | +43.0% | -30.8% | +11.9% |
| 6M | +25.1% | +130.7% | -105.5% | +24.1% |
| YTD | +41.3% | +121.8% | -80.5% | +40.1% |
| 1Y | +41.1% | +40.7% | +0.4% | +40.4% |
| 3Y | +86.3% | -56.8% | +143.1% | +85.9% |
| 5Y | +97.8% | -99.1% | +196.9% | +101.4% |
| All | +97.8% | -99.1% | +196.9% | +101.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling