+261.7%
KO vs AMC
-97.6%
+359.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | -0.1% |
| 7D | +1.8% | +8.4% | -6.7% | +1.7% |
| 30D | +8.1% | +9.2% | -1.0% | +8.1% |
| 3M | +13.0% | +32.0% | -19.0% | +12.8% |
| 6M | +23.3% | +149.3% | -126.0% | +22.3% |
| YTD | +42.1% | +114.1% | -72.0% | +41.0% |
| 1Y | +39.9% | +35.8% | +4.1% | +39.2% |
| 3Y | +87.3% | -58.3% | +145.6% | +87.1% |
| 5Y | +99.3% | -99.2% | +198.4% | +102.4% |
| 10Y | +223.8% | -98.8% | +322.5% | +216.5% |
| All | +261.7% | -97.6% | +359.3% | +224.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling