+81.7%
KO vs APH
+350.8%
-269.1%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | -0.8% | +1.6% | -2.4% | -0.8% |
| 30D | +0.8% | -3.0% | +3.8% | +0.8% |
| 3M | +8.3% | +5.7% | +2.6% | +8.0% |
| 6M | +14.0% | +20.0% | -5.9% | +12.8% |
| YTD | +26.9% | +20.8% | +6.1% | +25.2% |
| 1Y | +32.7% | +40.2% | -7.6% | +29.1% |
| 3Y | +63.9% | +288.1% | -224.2% | +29.3% |
| 5Y | +81.7% | +352.5% | -270.8% | +35.3% |
| All | +81.7% | +350.8% | -269.1% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 5y: compounded portfolio wealth divided by compounded APH 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…
5y analysis · Full analysis span regression · 6 months rolling