+32.7%
KO vs ANET
+39.5%
-6.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ANET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.1% | -0.7% |
| 7D | -1.8% | -0.8% | -1.0% | -1.9% |
| 30D | +1.4% | -1.8% | +3.2% | +1.4% |
| 3M | +15.4% | +16.7% | -1.3% | +17.8% |
| 6M | +14.3% | +43.7% | -29.4% | +18.6% |
| YTD | +27.7% | +47.9% | -20.2% | +33.1% |
| 1Y | +32.7% | +37.3% | -4.6% | +37.0% |
| All | +32.7% | +39.5% | -6.8% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ANET.
Daily Out/Under-Performance
Portfolio return minus ANET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ANET 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 ANET 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