+43.4%
KO vs C
+23.5%
+19.8%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +3.7% | +4.2% | -0.4% | +4.2% |
| 30D | +8.1% | +2.0% | +6.2% | +8.4% |
| 3M | +14.2% | -10.1% | +24.3% | +12.8% |
| 6M | +25.2% | +1.0% | +24.2% | +25.5% |
| YTD | +44.7% | +8.5% | +36.3% | +45.7% |
| 1Y | +43.4% | +25.7% | +17.6% | +42.2% |
| All | +43.4% | +23.5% | +19.8% | +42.2% |
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