+32.7%
KO vs C
+47.6%
-14.9%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.9% |
| 7D | -1.8% | +3.6% | -5.4% | -1.4% |
| 30D | +1.4% | +0.1% | +1.4% | +1.4% |
| 3M | +15.4% | +2.4% | +13.0% | +15.8% |
| 6M | +14.3% | +24.9% | -10.7% | +16.7% |
| YTD | +27.7% | +19.8% | +7.9% | +29.8% |
| 1Y | +32.7% | +44.9% | -12.2% | +34.6% |
| All | +32.7% | +47.6% | -14.9% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 1y: compounded portfolio wealth divided by compounded C 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…
1y analysis · Full analysis span regression · 6 months rolling