+33.6%
KO vs EAT
+39.2%
-5.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | -1.1% | -6.2% | +5.1% | -0.8% |
| 30D | +1.6% | -3.0% | +4.6% | +1.7% |
| 3M | +5.8% | +45.6% | -39.9% | +3.7% |
| 6M | +14.3% | +53.5% | -39.3% | +11.6% |
| YTD | +27.3% | +49.6% | -22.3% | +24.7% |
| All | +33.6% | +39.2% | -5.6% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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