+177.9%
KO vs AMT
+103.9%
+74.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.8% |
| 7D | -1.1% | -2.7% | +1.6% | -0.2% |
| 30D | +1.6% | +2.0% | -0.5% | +0.9% |
| 3M | +5.8% | -9.3% | +15.0% | +9.0% |
| 6M | +14.3% | -5.2% | +19.5% | +15.7% |
| YTD | +27.3% | +0.5% | +26.9% | +25.9% |
| 1Y | +33.2% | -7.3% | +40.4% | +35.1% |
| 3Y | +64.5% | +6.2% | +58.2% | +55.6% |
| 5Y | +83.1% | -31.2% | +114.3% | +101.2% |
| All | +177.9% | +103.9% | +74.0% | +114.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 10y: compounded portfolio wealth divided by compounded AMT 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…
10y analysis · Full analysis span regression · 6 months rolling