+32.7%
KO vs COIN
-38.9%
+71.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.2% | +3.3% | -1.0% |
| 7D | -1.8% | +3.4% | -5.1% | -1.6% |
| 30D | +1.4% | +23.2% | -21.8% | +2.3% |
| 3M | +15.4% | +12.5% | +2.9% | +16.1% |
| 6M | +14.3% | -11.6% | +25.9% | +14.0% |
| YTD | +27.7% | -18.4% | +46.0% | +27.6% |
| 1Y | +32.7% | -39.8% | +72.5% | +30.6% |
| All | +32.7% | -38.9% | +71.5% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COIN.
Daily Out/Under-Performance
Portfolio return minus COIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COIN 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 COIN 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