+4,224.1%
KO vs DINO
+19,903.2%
-15,679.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | -1.1% | +1.5% | -2.6% | -1.2% |
| 30D | +1.6% | +25.9% | -24.4% | -0.5% |
| 3M | +5.8% | +53.2% | -47.4% | +1.7% |
| 6M | +14.3% | +105.5% | -91.2% | +6.8% |
| YTD | +27.3% | +139.2% | -111.9% | +17.1% |
| 1Y | +33.2% | +117.4% | -84.2% | +23.4% |
| 3Y | +64.5% | +99.3% | -34.8% | +52.0% |
| 5Y | +83.1% | +333.0% | -249.9% | +54.4% |
| 10Y | +183.9% | +486.9% | -303.0% | +122.4% |
| All | +4,224.1% | +19,903.2% | -15,679.1% | +2,538.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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