+63.8%
KO vs BEN
+51.0%
+12.8%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | +0.2% | -3.1% | +3.4% | +0.4% |
| 30D | +1.8% | +0.2% | +1.6% | +1.8% |
| 3M | +7.7% | +6.8% | +0.8% | +7.4% |
| 6M | +15.3% | +38.1% | -22.9% | +13.6% |
| YTD | +28.0% | +44.3% | -16.4% | +25.7% |
| 1Y | +34.3% | +42.6% | -8.3% | +31.9% |
| 3Y | +63.8% | +52.3% | +11.5% | +58.4% |
| All | +63.8% | +51.0% | +12.8% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling