+4,250.2%
KO vs EAT
+11,250.4%
-7,000.2%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | +0.7% |
| 7D | +0.4% | -4.9% | +5.3% | +0.9% |
| 30D | +1.5% | -1.2% | +2.7% | +1.5% |
| 3M | +11.8% | +52.2% | -40.4% | +6.7% |
| 6M | +16.2% | +65.0% | -48.8% | +9.4% |
| YTD | +28.1% | +55.0% | -26.9% | +21.2% |
| 1Y | +34.8% | +42.1% | -7.3% | +28.3% |
| 3Y | +65.5% | +614.7% | -549.2% | +28.4% |
| 5Y | +81.6% | +322.7% | -241.2% | +45.2% |
| 10Y | +176.7% | +382.0% | -205.3% | +99.6% |
| All | +4,250.2% | +11,250.4% | -7,000.2% | +1,389.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling