+522.0%
KO vs AMT
+1,454.7%
-932.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.8% |
| 7D | +3.7% | +1.5% | +2.2% | +3.6% |
| 30D | +8.1% | +6.8% | +1.3% | +7.4% |
| 3M | +14.2% | +11.2% | +3.0% | +13.0% |
| 6M | +25.2% | +12.5% | +12.7% | +23.6% |
| YTD | +44.7% | +12.5% | +32.2% | +42.7% |
| 1Y | +43.4% | +10.1% | +33.3% | +41.6% |
| 3Y | +90.1% | +16.0% | +74.0% | +86.3% |
| 5Y | +103.0% | -17.2% | +120.1% | +104.1% |
| 10Y | +229.8% | +135.2% | +94.6% | +207.7% |
| All | +522.0% | +1,454.7% | -932.7% | +397.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling