+489.1%
KO vs BRKR
+173.2%
+315.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.4% |
| 7D | -1.1% | -9.8% | +8.7% | -0.4% |
| 30D | +1.6% | -6.1% | +7.6% | +2.0% |
| 3M | +5.8% | -2.4% | +8.1% | +5.5% |
| 6M | +14.3% | +46.7% | -32.4% | +10.0% |
| YTD | +27.3% | +14.0% | +13.4% | +24.7% |
| 1Y | +33.2% | +76.5% | -43.4% | +25.8% |
| 3Y | +64.5% | -11.7% | +76.2% | +61.4% |
| 5Y | +83.1% | -39.3% | +122.4% | +83.6% |
| 10Y | +183.9% | +154.1% | +29.8% | +153.3% |
| All | +489.1% | +173.2% | +315.9% | +382.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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