+4,250.2%
KO vs APA
+832.5%
+3,417.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +0.2% |
| 7D | +0.4% | -1.7% | +2.1% | +0.6% |
| 30D | +1.5% | +15.7% | -14.2% | +0.1% |
| 3M | +11.8% | +16.5% | -4.6% | +10.1% |
| 6M | +16.2% | +35.1% | -18.9% | +12.6% |
| YTD | +28.1% | +82.2% | -54.1% | +20.6% |
| 1Y | +34.8% | +102.5% | -67.7% | +25.3% |
| 3Y | +65.5% | +10.3% | +55.2% | +59.8% |
| 5Y | +81.6% | +166.1% | -84.5% | +57.1% |
| 10Y | +176.7% | -4.9% | +181.6% | +136.7% |
| All | +4,250.2% | +832.5% | +3,417.7% | +2,865.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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