+32.7%
KO vs AMCR
+11.5%
+21.2%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.6% |
| 7D | -1.8% | -3.3% | +1.5% | -1.3% |
| 30D | +1.4% | -5.4% | +6.9% | +2.2% |
| 3M | +15.4% | +20.0% | -4.6% | +13.0% |
| 6M | +14.3% | 0.0% | +14.2% | +15.1% |
| YTD | +27.7% | +11.5% | +16.1% | +25.6% |
| 1Y | +32.7% | +11.4% | +21.3% | +30.0% |
| All | +32.7% | +11.5% | +21.2% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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