+4,250.2%
KO vs BEN
+4,901.8%
-651.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.6% | +0.4% |
| 7D | +0.4% | +4.7% | -4.3% | -0.6% |
| 30D | +1.5% | +2.6% | -1.1% | +0.9% |
| 3M | +11.8% | +11.5% | +0.3% | +8.9% |
| 6M | +16.2% | +35.3% | -19.1% | +8.1% |
| YTD | +28.1% | +48.6% | -20.6% | +16.4% |
| 1Y | +34.8% | +46.7% | -11.9% | +22.6% |
| 3Y | +65.5% | +57.0% | +8.4% | +44.9% |
| 5Y | +81.6% | +41.8% | +39.8% | +58.9% |
| 10Y | +176.7% | +55.2% | +121.5% | +125.6% |
| All | +4,250.2% | +4,901.8% | -651.6% | +1,199.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling