+82.6%
KO vs COIN
-28.9%
+111.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.5% |
| 7D | +0.2% | -5.1% | +5.3% | +0.3% |
| 30D | +1.8% | +17.6% | -15.8% | +1.8% |
| 3M | +7.7% | +9.2% | -1.6% | +7.6% |
| 6M | +15.3% | -11.8% | +27.0% | +15.3% |
| YTD | +28.0% | -22.5% | +50.5% | +28.1% |
| 1Y | +34.3% | -45.9% | +80.2% | +34.6% |
| 3Y | +63.8% | +117.4% | -53.6% | +58.0% |
| All | +82.6% | -28.9% | +111.5% | +70.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling